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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-21 |
| TN | RA | APPROVED | 2026-08-18 |
Branch Locations
200 W. Martin Luther King Blvd. Suite 1032, Chattanooga , TN 37402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Chattanooga | TN | 08/2026 | Present |
| Frostburg State University | Frostburg | MD | 08/2023 | 05/2026 |
| Home Depot | Warrenton | VA | 05/2025 | 08/2025 |
| White Horse Car Wash | Warrenton | VA | 05/2024 | 09/2024 |
| Walmart | Warrenton | VA | 04/2023 | 10/2023 |
| Fauquier High School | Warrenton | VA | 08/2019 | 05/2023 |
| Taylor Middle School | Warrenton | VA | 08/2016 | 05/2019 |
| Legends Lacrosse | Boyds | MD | 05/2024 | 09/2024 |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 200 W. Martin Luther King Blvd. Suite 1032 Chattanooga, TN 37402. 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. o Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 200 W. Martin Luther King Blvd. Suite 1032 Chattanooga, TN 37402. Nature of Business: Insurance. Position: Independent Contractor. 08/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-13 |
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