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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-16 |
| 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 |
| West Cabarrus Ymca | Concord | NC | 05/2022 | 01/2026 |
| Afton Tavern | Concord | NC | 07/2020 | 12/2021 |
| North Carolina State University | Raleigh | NC | 08/2022 | 06/2026 |
| Jay M. Robinson High School | Concord | NC | 08/2018 | 06/2022 |
| Harold E. Winkler Middle School | Concord | NC | 08/2017 | 06/2018 |
| J.N. Fries Middle School | Concord | NC | 08/2015 | 06/2017 |
o 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. o 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-30 |
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