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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-15 |
| SC | RA | APPROVED | 2026-01-13 |
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 | Charleston | SC | 01/2026 | Present |
| College Of Charleston | Charleston | SC | 08/2024 | 12/2025 |
| Us Renewable Power | Charleston | SC | 05/2025 | 07/2025 |
| Lowcountry Preparatory School | Pawley's Island | SC | 01/2021 | 07/2024 |
| College Of Charleston | Charleston | SC | 08/2016 | 05/2019 |
| College Of Charleston | Charleston | SC | 05/2017 | 05/2019 |
| College Of Charleston | Charleston | SC | 08/2015 | 05/2019 |
| None | Georgetown | SC | 06/2019 | 12/2020 |
o Florida Financial Advisors DBA Tristate Financial Advisors. Investment Related. North Charleston, SC 29418. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2026. 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. North Charleston, SC 29418. Nature of Business: Fixed Insurance Sales. 01/2026. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-25 |
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