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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-05 |
| FL | RA | APPROVED | 2024-12-19 |
| VA | RA | APPROVED | 2024-12-17 |
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 | 12/2024 | Present |
| Nail Design | Bethesda | MD | 12/2023 | 12/2024 |
| Jumpstart Americorps | Washington Dc | DC | 11/2021 | 05/2023 |
| Smithsonian Institution | Washington Dc | DC | 05/2022 | 08/2022 |
| Evalash | Bethesda | MD | 06/2019 | 09/2019 |
| George Washington University | Washington Dc | DC | 08/2020 | 01/2024 |
| Quince Orchard High School | Gaithersburg | MD | 08/2016 | 06/2020 |
| Trinity Wealth Securities, Llc | Vienna | VA | 02/2025 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Vienna, VA. Nature of Business: RIA. Position: Financial Consultant. Start Date: 12/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. Vienna, VA. Nature of Business: Fixed Insurance Sales. Start Date: 12/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Vienna, VA. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 02/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-17 |
| S65 | Uniform Investment Adviser Law Examination | 2024-11-11 |
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