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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-12 |
| IL | RA | APPROVED | 2026-08-07 |
Branch Locations
600 W Jackson Blvd Suite 1100, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Chicago | IL | 08/2026 | Present |
| Third Coast Paddling | Saint Joseph | MI | 06/2024 | Present |
| Trinity Christian College | Palos Heights | IL | 09/2023 | 05/2026 |
| Martins Super Market | Saint Joseph | MI | 06/2023 | 06/2025 |
| Saint Joseph Public Schools | Saint Joseph | MI | 09/2011 | 05/2023 |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 600 W Jackson Blvd, Suite 1100 Chicago, IL 60661. 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. 600 W Jackson Blvd, Suite 1100 Chicago, IL 60661. Nature of Business: Insurance. Position: Independent Contractor. 08/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Third Coast Paddling. 200 Marquette Dr New Buffalo, MI 49117. Not investment related. Nature of business: Renting kayaks. Position: Kayak rental assistant. Start date: 6/2024. Hours per month: 70. Hours per month trading: 0. Duties: On weekends I drive up and rent out kayaks to customers from 8:30am-6:00pm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-01 |
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