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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-12 |
| PA | RA | APPROVED | 2026-02-05 |
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 | 02/2026 | Present |
| Reunion Hall | Haddon Township | NJ | 10/2025 | 01/2026 |
| Sunrise Tequila Bar | Margate City | NJ | 07/2025 | 09/2025 |
| Wake Forest University | Winston-Salem | NC | 08/2021 | 05/2025 |
| Lamberti's | Margate City | NJ | 05/2025 | 06/2025 |
| Ubs | Philadelphia | PA | 06/2024 | 08/2024 |
| Anchorage Tavern | Somers Point | NJ | 06/2023 | 08/2023 |
| Anchorage Tavern | Somers Point | NJ | 06/2022 | 08/2022 |
| Greate Bay Country Club | Somers Point | NJ | 06/2021 | 08/2021 |
| Haddonfield Memorial High School | Haddonfield | NJ | 09/2017 | 06/2021 |
| Haddonfield Middle School | Haddonfield | NJ | 09/2014 | 06/2017 |
| Greate Bay Country Club | Somers Point | NJ | 06/2020 | 08/2020 |
| Greate Bay Country Club | Somers Point | NJ | 06/2019 | 08/2019 |
| Bob's Grill | Ocean City | NJ | 06/2018 | 08/2018 |
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: 02/2026. 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. 02/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-30 |
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