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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
| PA | RA | APPROVED | 2026-08-25 |
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 | 08/2026 | Present |
| Tabula Rasa | Moorestown | NJ | 01/2023 | 09/2023 |
| Ruffalo Noel Levitz | Newark | DE | 04/2025 | 05/2026 |
| Tommy's Tavern + Tap | Mount Laurel | NJ | 02/2024 | 09/2025 |
| Anderson Merchandisers | Lumberton | NJ | 01/2026 | 08/2026 |
| Rancocas Valley Regional High School | Mount Holly | NJ | 09/2017 | 06/2022 |
| Unemployed | Hainesport | NJ | 08/2016 | 09/2017 |
| University Of Delaware | Newark | DE | 08/2022 | 05/2026 |
| Transtar | Moorestown | NJ | 06/2024 | 08/2026 |
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: 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. 1717 Arch Street, Suite 330, Philadelphia PA 19103. 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 | 2026-08-08 |
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