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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-25 |
| VA | RA | APPROVED | 2025-08-12 |
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 | 08/2025 | Present |
| Great American Resturaunts | Reston | VA | 05/2022 | 07/2025 |
| James Madison University | Harrisonburg | VA | 08/2021 | 05/2025 |
| Mclean Sport And Health | Mclean | VA | 04/2021 | 08/2021 |
| Topgolf | Sterling | VA | 08/2020 | 03/2021 |
| Langley Highschool | Mclean | VA | 09/2018 | 06/2021 |
| Saint Josephs Catholic School | Herndon | VA | 09/2010 | 06/2018 |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Vienna, VA 22182. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2025. 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. 08/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-19 |
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