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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 |
| PA | RA | APPROVED | 2026-08-03 |
Branch Locations
1717 Arch Street Suite 330, Philadelphia , PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 07/2026 | Present |
| Brigham Young University | Provo | UT | 08/2022 | 04/2026 |
| Church Of Jesus Christ Of Latter-Day Saints | San José | 08/2021 | 07/2022 | |
| Church Of Jesus Christ Of Latter-Day Saints | Evanston | WY | 09/2020 | 07/2021 |
| Unemployed | Santa Rosa | CA | 05/2020 | 08/2020 |
| Brigham Young University | Provo | UT | 08/2019 | 04/2020 |
| Brigham Young University | Provo | UT | 01/2019 | 04/2019 |
| Capital Lumber Company | Healdsburg | CA | 06/2018 | 10/2018 |
| Maria Carrillo High School | Santa Rosa | CA | 08/2015 | 05/2018 |
| Unemployed | Santa Rosa | CA | 05/2019 | 08/2019 |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. 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. 1717 Arch Street, Suite 330, Philadelphia PA 19103. 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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