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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-04 |
| VA | RA | APPROVED | 2025-07-30 |
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 | 07/2025 | Present |
| Unemployed | El Cajon | CA | 05/2024 | 07/2025 |
| University Of California, Berkeley | Berkeley | CA | 05/2022 | 05/2024 |
| Congressional App Challenge | Washington | DC | 06/2023 | 07/2023 |
| Grossmont Community College | El Cajon | CA | 08/2019 | 06/2022 |
| Granite Hills High School | El Cajon | CA | 08/2017 | 06/2021 |
| El Cajon County Library | El Cajon | CA | 06/2019 | 06/2021 |
| Montgomery Middle School | El Cajon | CA | 08/2014 | 05/2017 |
| Trinity Wealth Securities, Llc | Vienna | VA | 01/2026 | Present |
o 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: 07/2025. 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. 8605 Westwood Center Drive, Suite 505, Vienna, VA 22182. Nature of Business: Fixed Insurance Sales. 07/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales AI Alignment Research. Not investment related. Washington, DC 20018. Business Nature: Research. Hours per month: 10. Hours per month trading: 0. Position: Researcher. Helping old classmates design and code experiements. 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: 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 | 2025-07-05 |
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