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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-05 |
| RI | RA | APPROVED | 2026-07-28 |
Branch Locations
1145 Reservoir Ave Suite 200, Cranston, RI 02920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba New England Financial Advisors | Cranston | RI | 07/2026 | Present |
| Insulet Corporation | Acton | MA | 05/2023 | 08/2025 |
| The Pennsylvania State University | University Park | PA | 06/2022 | 05/2026 |
| The Pennsylvania State University | University Park | PA | 10/2022 | 05/2025 |
| Nashoba Regional High School | Bolton | MA | 08/2018 | 06/2022 |
| Florence Sawyer School | Bolton | MA | 12/2016 | 06/2018 |
| Fieldstone Middle School | Thiells | NY | 08/2016 | 12/2016 |
| Unemployed | Stony Point | NY | 05/2016 | 08/2018 |
Florida Financial Advisors (DBA New England Financial Advisors). Investment Related. 1145 Reservoir Ave, Suite 200, Cranston, RI 02920. 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 New England Financial Advisors). Investment-Related. 1145 Reservoir Ave, Suite 200, Cranston, RI 02920. 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 | 2026-07-22 |
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