Lucas Pacheco Carvalho

Current Employers

Employment History

• 07/2025 → Present
  Florida Financial Advisors Dba Tristate Financial Advisors
  Vienna, VA
• 04/2025 → Present
  Mayflower Club
  Washington Dc, DC
• 09/2024 → 03/2025
  Mutual Of Omaha Mortgage
  Columbia, MD
• 05/2024 → 08/2024
  Unemployed
  Tampa, FL
• 01/2024 → 05/2024
  City Of Tampa
  Tampa, FL
• 06/2023 → 10/2023
  Federal Contracts Corps
  Tampa, FL
• 08/2021 → 05/2024
  University Of South Florida
  Tampa, FL
• 05/2021 → 08/2021
  Canopy By Hilton
  Bethesda, MD
• 08/2020 → 05/2021
  University Of Colorado Boulder
  Boulder, CO
• 11/2019 → 08/2020
  Champs Sports
  Bethesda, MD
• 08/2016 → 05/2020
  Bethesda Chevy Chase Highschool
  Bethesda, MD
• 04/2026 → 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 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: 04/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-13
• S65 Uniform Investment Adviser Law Examination
  2025-06-17