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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-04 |
| FL | RA | APPROVED | 2024-12-04 |
| VA | RA | APPROVED | 2024-12-02 |
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 | 11/2024 | Present |
| Full Time Student | Laurel | MD | 11/2014 | 07/2021 |
| Harris Teeter | Laurel | MD | 07/2021 | 08/2021 |
| American Pool Llc | Columbia | MD | 07/2021 | 09/2021 |
| Full Time Student | College Park | MD | 09/2021 | 05/2022 |
| American Pool Llc | Columbia | MD | 06/2022 | 09/2022 |
| Full Time Student | College Park | MD | 09/2022 | 05/2023 |
| Up To Par Management | Stevensville | MD | 06/2023 | 09/2023 |
| Full Time Student | College Park | MD | 09/2023 | 10/2024 |
| Sunset Pools | Columbia | MD | 07/2024 | 08/2024 |
| Trinity Wealth Securities, Llc | Vienna | VA | 01/2026 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 8605 Westwood Center Drive, Suite 505, Vienna, VA. Nature of Business: RIA. Position: Financial Consultant. Start Date: 11/2024. 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.. Nature of Business: Fixed Insurance Sales. Start Date: 11/2024. 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.. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 01/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-11 |
| S65 | Uniform Investment Adviser Law Examination | 2024-10-09 |
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