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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-14 |
| VA | RA | APPROVED | 2024-10-10 |
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 |
| Unemployed | Laurel | MD | 10/2014 | 05/2018 |
| Continental Pools | Ellicott City | MD | 05/2018 | 09/2018 |
| Harris Teeter | Fulton | MD | 09/2018 | 01/2019 |
| Goldfish Swim School | Columbia | MD | 03/2019 | 08/2020 |
| University Of Maryland - College Park | College Park | MD | 08/2020 | 05/2024 |
| &Pizza | College Park | MD | 12/2021 | 05/2022 |
| Double T Diner | White Marsh | MD | 05/2021 | 08/2021 |
| Goldfish Swim School | Columbia | MD | 05/2023 | 08/2023 |
| Reservoir High School | Fulton | MD | 08/2016 | 05/2020 |
| Hammond Middle School | Laurel | MD | 08/2013 | 06/2018 |
| Unemployed | Baltimore | MD | 05/2024 | 10/2024 |
| Trinity Wealth Securities, Llc | Vienna | VA | 04/2025 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Arlington, VA. 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. Arlington, VA. Nature of Business: Fixed Insurance Sales. 10/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Arlington, VA. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 04/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-08 |
| S65 | Uniform Investment Adviser Law Examination | 2024-09-26 |
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