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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-17 |
| SC | RA | APPROVED | 2025-12-15 |
Branch Locations
4969 Centre Point Drive Suite 201, North Charleston, SC 29418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Mount Pleasant | SC | 12/2025 | Present |
| Charleston Southern University | North Charleston | SC | 09/2021 | 05/2022 |
| E. C. Glass High School | Lynchburg | VA | 01/2015 | 06/2017 |
| Unemployed | Lynchburg | VA | 06/2017 | 09/2017 |
| Virginia Tech Math Emporium | Blacksburg | VA | 09/2018 | 05/2020 |
| Virginia Tech | Blacksburg | VA | 09/2017 | 05/2020 |
| Unemployed | Goose Creek | SC | 05/2022 | 12/2025 |
| Extegrity | Roanoke | VA | 07/2015 | Present |
o Florida Financial Advisors DBA Tristate Financial Advisors. Investment Related. Mount Pleasant, SC 29464. Nature of Business: RIA. Position: Financial Consultant. Start Date: 12/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance DBA Tristate Financial Advisors. Not Investment Related. Mount Pleasant, SC 29464. Nature of Business: Fixed Insurance Sales. 12/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales o Extegrity. Not Investment Related. Half Moon Bay, CA 94019. Nature of Business: Software Sale and Tech Support. 7/2015. Hours per Year: 24 hours during trading. One Day in July/February. Duties: tech support
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-17 |
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