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FLORIDA FINANCIAL ADVISORS, LLC

TAMPA, FL · CRD 288811 · IAPD ↗ · (813) 333-1683

$456.1MRegulatory AUM
667Advisory reps
667Employees
4295Clients
More than 500Planning clients
0Private funds
52States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — FLORIDA FINANCIAL ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
53
August 2026 — FLORIDA FINANCIAL ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
66
April 2026 — FLORIDA FINANCIAL ADVISORS, LLC reported RAUM up 44% ($317.8M -> $456.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
April 2026 — FLORIDA FINANCIAL ADVISORS, LLC grew from 457 to 667 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2026 — FLORIDA FINANCIAL ADVISORS, LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2026 — FLORIDA FINANCIAL ADVISORS, LLC notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — FLORIDA FINANCIAL ADVISORS, LLC notice-filed in PR, SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2025 — FLORIDA FINANCIAL ADVISORS, LLC notice-filed in AK, ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2025 — FLORIDA FINANCIAL ADVISORS, LLC added office(s): 16 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — FLORIDA FINANCIAL ADVISORS, LLC added office(s): 10 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2025 — FLORIDA FINANCIAL ADVISORS, LLC reported RAUM up 60% ($199.0M -> $317.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
April 2025 — FLORIDA FINANCIAL ADVISORS, LLC grew from 294 to 457 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
September 2024 — FLORIDA FINANCIAL ADVISORS, LLC notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — FLORIDA FINANCIAL ADVISORS, LLC added office(s): 7 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — FLORIDA FINANCIAL ADVISORS, LLC reported RAUM up 110% ($94.8M -> $199.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2024 — FLORIDA FINANCIAL ADVISORS, LLC grew from 170 to 294 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
46
March 2024 — FLORIDA FINANCIAL ADVISORS, LLC notice-filed in ID, NM, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.