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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-09 |
| LA | RA | APPROVED | 2025-03-07 |
| TX | RA | APPROVED | 2023-05-23 |
| FL | RA | APPROVED | 2021-08-30 |
Branch Locations
8605 Westwood Center Drive Suite 505, Vienna, VA 22812 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 08/2021 | 01/2023 |
| Colorado State University | Fort Collins | CO | 08/2015 | 05/2017 |
| Jimmy John's | Golden | CO | 06/2017 | 02/2018 |
| University Of Colorado | Boulder | CO | 08/2018 | 05/2021 |
| Unemployed | Littleton | CO | 05/2017 | 06/2017 |
| Unemployed | Littleton | CO | 03/2018 | 08/2018 |
| Unemployed | Littleton | CO | 05/2021 | 08/2021 |
| New Horizons Dental Appliances | Denver | CO | 05/2020 | 08/2020 |
| Jimmy John's | Boulder | CO | 09/2018 | 11/2018 |
| Trinity Wealth Securities | Jacksonville | FL | 01/2022 | 01/2023 |
| Trinity Wealth Securities, Llc | Miami | FL | 01/2023 | 12/2023 |
| Florida Financial Advisors | Miami | FL | 01/2023 | 12/2023 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Vienna | VA | 12/2023 | Present |
| Trinity Wealth Securities, Llc | Vienna | VA | 12/2023 | Present |
| Scriffiny Consulting | Reston | VA | 01/2025 | Present |
1) Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 8605 Westwood Center Drive, Suite 505, Vienna VA 22182. Nature of Business: RIA. Position: Financial Consultant. Start Date: 12/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 2) Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 8605 Westwood Center Drive, Suite 505, Vienna VA 22182. Nature of Business: Insurance. Position: Independent Contractor. 12/2023. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales 3) Trinity Wealth Securities, LLC. Investment Related. 8605 Westwood Center Drive, Suite 505, Vienna VA 22182. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 12/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 4) Scriffiny Consulting. Non-Investment Related. 1908 Reston Metro Plaza Unit 927 Reston, VA 20190. Nature of Business: Coaching. Position: CEO. Start Date: 01/2025. Hours per Month: 2. Hours per Month During Trading Hours: 0. Provide Life and Business Coaching to Clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-01 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-23 |
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