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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-09 |
| VA | RA | APPROVED | 2024-10-09 |
Branch Locations
8605 Westwood Center Drive Suite 505, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Vienna | VA | 10/2024 | Present |
| Zara | Albany | NY | 02/2024 | 05/2024 |
| 7 Eleven | Albany | NY | 04/2022 | 06/2022 |
| Seaf | Washington Dc | DC | 05/2023 | 08/2023 |
| Caaav | New York | NY | 06/2021 | 08/2022 |
| Taco Bell Cantina | New York | NY | 12/2018 | 04/2020 |
| Legal Aid Society | New York City | NY | 06/2020 | 08/2020 |
| Suny Albany | New York City | NY | 08/2020 | 05/2024 |
| High School For Health Professions And Human Services | New York | NY | 09/2016 | 05/2020 |
| Unemployed | New York City | NY | 05/2024 | 10/2024 |
| Unemployed | New York City | NY | 04/2016 | 10/2016 |
| Trinity Wealth Securities, Llc | Vienna | VA | 03/2025 | Present |
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: 10/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. 8605 Westwood Center Drive, Suite 505, Vienna, VA 22182. Nature of Business: Fixed Insurance Sales. Start Date: 10/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales 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: 03/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-30 |
| S65 | Uniform Investment Adviser Law Examination | 2024-09-26 |
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