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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
| FL | RA | APPROVED | 2025-11-03 |
| VA | RA | APPROVED | 2025-10-30 |
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 | 10/2025 | Present |
| Christopher Newport University | Newport News | VA | 08/2021 | 05/2025 |
| Christopher Newport University | Newport News | VA | 09/2023 | 05/2025 |
| Unemployment | N/A | VA | 05/2025 | 10/2025 |
| Independence High School | Brambleton | VA | 09/2017 | 06/2021 |
| Stone Hill Middle School | Ashburn | VA | 09/2014 | 06/2017 |
| Trinity Wealth Securities, Llc | Vienna | VA | 01/2026 | Present |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Vienna, VA 22182. Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2025. 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. 10/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Vienna, VA 22182. 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 | 2025-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-20 |
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