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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-10 |
| DE | RA | APPROVED | 2026-07-01 |
Branch Locations
1013 Centre Road Suite 201, Wilmington, DE 19805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Wilmington | DE | 06/2026 | Present |
| Craft 31 | Williamsburg | PA | 02/2025 | 06/2025 |
| College Of William & Mary | Williamsburg | VA | 08/2022 | 01/2026 |
| Carleton College | Northfield | MN | 09/2021 | 06/2022 |
| Harriton High School | Rosemont | PA | 09/2017 | 06/2021 |
| Welsh Valley Middle School | Narberth | PA | 09/2015 | 06/2017 |
| Unemployed | Wynnewood | PA | 01/2026 | 05/2026 |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1013 Centre Road, Suite 201, Wilmington, DE 19805. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 1013 Centre Road, Suite 201, Wilmington, DE 19805. Nature of Business: Insurance. Position: Independent Contractor. 06/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-23 |
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