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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-30 |
| DE | RA | APPROVED | 2026-07-28 |
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 |
| Elliott-Lewis Corporation | Philadelphia | PA | 05/2025 | 05/2026 |
| The Stone Tavern | West Chester | PA | 01/2024 | 05/2025 |
| Giant Food Store | West Chester | PA | 07/2020 | 01/2024 |
| West Chester University Of Pennsylvania | West Chester | PA | 08/2022 | 05/2026 |
| Bayard Rustin High School | West Chester | PA | 08/2018 | 06/2022 |
| Stetson Middle School | West Chester | PA | 08/2016 | 06/2018 |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1013 Centre Road, 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. o Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 1013 Centre Road, 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 | 2026-07-16 |
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