David Saad Awakim

Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2025 → Present
  Florida Financial Advisors Dba Tristate Financial Advisors
  Vienna, VA
• 05/2024 → 07/2025
  Unemployed
  El Cajon, CA
• 05/2022 → 05/2024
  University Of California, Berkeley
  Berkeley, CA
• 06/2023 → 07/2023
  Congressional App Challenge
  Washington, DC
• 08/2019 → 06/2022
  Grossmont Community College
  El Cajon, CA
• 08/2017 → 06/2021
  Granite Hills High School
  El Cajon, CA
• 06/2019 → 06/2021
  El Cajon County Library
  El Cajon, CA
• 08/2014 → 05/2017
  Montgomery Middle School
  El Cajon, CA
• 01/2026 → Present
  Trinity Wealth Securities, Llc
  Vienna, VA

Other Businesses

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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-12-22
• S65 Uniform Investment Adviser Law Examination
  2025-07-05

Other Names

• David Saad Awakim
• David Saad Nouri Awakim