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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-28 |
| VA | RA | APPROVED | 2025-04-24 |
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 | 04/2025 | Present |
| Simbiosis | Caracas | 08/2023 | 04/2025 | |
| Pennsylvania State University | State College | PA | 08/2019 | 06/2023 |
| Colegio Jefferson | Caracas | 01/2014 | 08/2019 |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Vienna, VA 22182. Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. Vienna, VA 22182. Nature of Business: Fixed Insurance Sales. 04/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-20 |
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