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Jonathan Yueze Wu

Florida Financial Advisors, LLC

Raleigh, NC

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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 2026-08-18
NC RA APPROVED 2026-08-11
  • FL RA
    APPROVED
    Since 2026-08-18
  • NC RA
    APPROVED
    Since 2026-08-11

Branch Locations

223 S West St Suite 900, Raleigh, NC 27603 • 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 Raleigh NC 08/2026 Present
Gen Korean Bbq Cary NC 06/2025 08/2026
University Of North Carolina Chapel Hill Chapel Hill NC 05/2023 05/2025
N/A Chapel Hill NC 05/2021 05/2023
University Of North Carolina Chapel Hill Chapel Hill NC 05/2018 05/2021
Thai Spices And Sushi Cary NC 05/2016 05/2018
Yoji Labs Llc Raleigh NC 05/2026 Present
  • 08/2026 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Raleigh, NC
  • 06/2025 → 08/2026
    Gen Korean Bbq
    Cary, NC
  • 05/2023 → 05/2025
    University Of North Carolina Chapel Hill
    Chapel Hill, NC
  • 05/2021 → 05/2023
    N/A
    Chapel Hill, NC
  • 05/2018 → 05/2021
    University Of North Carolina Chapel Hill
    Chapel Hill, NC
  • 05/2016 → 05/2018
    Thai Spices And Sushi
    Cary, NC
  • 05/2026 → Present
    Yoji Labs Llc
    Raleigh, NC
Other Businesses

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: 08/2026. 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. 08/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Yoji Labs LLC, Not investment-related, 4030 Wake Forest Rd Ste 349, Raleigh, NC, 27609. The nature of the business: Software Consultant. Position: Business Director. Start date: 5/2026. Hours per month: 10 Hours per month during trading hours: 0. My duties to Yoji Labs is to be primarily responsible for the company’s business operations, financial administration, strategic partnerships, and organizational management.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-29
  • S65 Uniform Investment Adviser Law Examination
    2026-07-29
Other Names
  • Jonny Wu

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