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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 |
| NC | RA | APPROVED | 2026-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Raleigh | NC | 07/2026 | Present |
| Lowe's Foods | Mooresville | NC | 03/2021 | 03/2022 |
| Lake Norman High School | Mooresville | NC | 07/2016 | 05/2022 |
| North Carolina State University | Raleigh | NC | 08/2024 | 05/2026 |
| Mitchell Community College | Mooresville | NC | 07/2022 | 05/2024 |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 223 S West St, Suite 900 Raleigh, NC 27603 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. 223 S West St, Suite 900 Raleigh, NC 27603. 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 | 2026-07-24 |
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