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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-03 |
| NC | RA | APPROVED | 2026-07-12 |
Branch Locations
4235 S Stream Blvd Suite 420, Charlotte, NC 28217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 07/2026 | Present |
| Ymca | Concord | NC | 12/2020 | 07/2026 |
| Advance Auto Parts | Raleigh | NC | 06/2025 | 08/2025 |
| J.N. Fries Middle School | Concord | NC | 07/2016 | 06/2017 |
| Northwest Cabarrus High School | Kannapolis | NC | 08/2018 | 06/2022 |
| Concord Middle School | Concord | NC | 08/2017 | 12/2017 |
| Winkler Middle School | Concord | NC | 01/2018 | 06/2018 |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 4235 S Stream Blvd, Suite 420, Charlotte NC 28217. 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. 4235 S Stream Blvd, Suite 420, Charlotte NC 28217. Nature of Business: Insurance. Position: Independent Contractor. 07/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales West Cabarrus YMCA. Non-Investment-Related. 5325 Langford Ave NW, Concord, NC 28027. Nature of Business: Non-profit. Position: Lifeguard. 12/2020. 10 hours per month outside of trading hours (approx.). Lifeguarding pools.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-25 |
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