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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-06
NC RA APPROVED 2026-07-29
  • FL RA
    APPROVED
    Since 2026-08-06
  • NC RA
    APPROVED
    Since 2026-07-29

Branch Locations

4235 S Stream Blvd Suite 420, Charlotte , NC 28217 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2026 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors​
    Charlotte , NC
  • 06/2023 → Present
    You Move Me
    Charlotte, NC
  • 08/2022 → 05/2026
    Hillsdale College
    Hillsdale , MI
  • 06/2025 → 08/2025
    Winnebago Industries
    Eden Prarie, MN
  • 07/2019 → 07/2022
    Lunds & Byerlys
    Navarre, MN
  • 09/2018 → 06/2022
    Eagle Ridge Academy
    Eden Prarie, MN
  • 09/2016 → 06/2018
    World Learner School
    Chaska, MN
  • 06/2016 → 07/2019
    N/A
    N/A, MN
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-28
  • S65 Uniform Investment Adviser Law Examination
    2026-02-28

View on SEC IAPD

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