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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-31 |
| TX | RA | APPROVED | 2023-07-18 |
| PA | RA | APPROVED | 2022-04-11 |
Branch Locations
1717 Arch Street, Suite 330, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 04/2022 | Present |
| Unemployed | Palm Beach Gardens | NY | 12/2019 | 04/2022 |
| Skyline Apartments | Philadelphia | PA | 04/2019 | 12/2019 |
| Unemployed | Philadelphia | PA | 10/2018 | 04/2019 |
| Field House | Philadelphia | PA | 06/2018 | 10/2018 |
| Temple University | Philadelphia | PA | 08/2016 | 05/2020 |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: Insurance. Position: Independent Contractor. 07/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-18 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-25 |
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