Daniel Ramos

Current Employers

Employment History

• 04/2025 → Present
  Florida Financial Advisors Dba Tristate Financial Advisors
  Vienna, FL
• 06/2017 → 09/2017
  Tennis Topia
  Rockville, MD
• 06/2021 → 06/2022
  Tennis Topia
  Rockville, MD
• 04/2021 → 06/2021
  Snag
  Goleta, CA
• 06/2022 → 02/2024
  Antenna Group
  Washington D.C., DC
• 06/2022 → 04/2026
  Pga Tour Superstore
  Rockville, MD
• 09/2017 → 06/2021
  University Of California Santa Barbara
  Santa Barbara, CA
• 09/2013 → 06/2017
  Bullis School
  Potomac, MD
• 08/2025 → Present
  Trinity Wealth Securities, Llc
  Vienna, VA

Other Businesses

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: 04/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 8605 Westwood Center Drive, Suite 505, Vienna VA 22182. Nature of Business: Insurance. Position: Independent Contractor. 04/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer 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: 08/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-07-29
• S65 Uniform Investment Adviser Law Examination
  2025-03-31

Other Names

• Daniel Francisco Ramos