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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-08-27 |
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 | 07/2026 | Present |
| Diamond State Financial Group | Newark | DE | 06/2025 | 08/2025 |
| Grottos Pizza | Sussex County | DE | 06/2022 | 08/2024 |
| Rehoboth Ale House | Sussex County | DE | 06/2023 | 08/2023 |
| Board And Brush | Glen Mills | PA | 09/2020 | 12/2020 |
| Mighty Muffler | Claymont | DE | 05/2020 | 08/2020 |
| University Of Delaware | Newark | DE | 08/2024 | 05/2025 |
| University Of Delaware | Newark | DE | 08/2025 | 05/2026 |
| University Of Delaware | Newark | DE | 08/2023 | 05/2024 |
| University Of Delaware | Newark | DE | 01/2023 | 05/2023 |
| Wilmington University | New Castle | DE | 08/2022 | 12/2022 |
| Salesianum | Wilmington | DE | 08/2018 | 06/2022 |
| Saint Mary Magdalen | Wilmington | DE | 08/2016 | 05/2018 |
Ticd Off LLC. Not Investment Related. 302 Kelleher Drive, Landenberg, PA, 19350. Nature of Business: Apparel. Position: Member. Start Date: 06/2026. Hours per Month: 20. No Investment Related Activities. Team member helping in procurement and day-to-day business decisions and implementation. Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1013 Centre Rd, Suite 201, Wilmington, DE 19805. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 1013 Centre Rd, Suite 201, Wilmington, DE 19805. Nature of Business: Insurance. Position: Independent Contractor. 07/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-23 |
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