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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-06 |
| NC | RA | APPROVED | 2026-07-29 |
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 |
| You Move Me | Charlotte | NC | 06/2023 | Present |
| Hillsdale College | Hillsdale | MI | 08/2022 | 05/2026 |
| Winnebago Industries | Eden Prarie | MN | 06/2025 | 08/2025 |
| Lunds & Byerlys | Navarre | MN | 07/2019 | 07/2022 |
| Eagle Ridge Academy | Eden Prarie | MN | 09/2018 | 06/2022 |
| World Learner School | Chaska | MN | 09/2016 | 06/2018 |
| N/A | N/A | MN | 06/2016 | 07/2019 |
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 You Move Me. Not investment related. 9372 Old Bailes Road, Fort Mill, SC 29707. Nature of business: Moving company. Position: Crew Lead. Start date: 06/2023. Hours per month:30. Hours per month trading: 0. Duties: Lead and supervise teams of movers during residential moves from one location to another
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-28 |
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