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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-18 |
| VA | RA | APPROVED | 2025-09-16 |
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 |
|---|---|---|---|---|
| Trinity Wealth Securities, Llc | Vienna | VA | 06/2025 | Present |
| Florida Financial Advisors Dba Tristate Financial Advisors | Vienna | VA | 09/2025 | Present |
| University Of Maryland Global Campus | Adelphi | MD | 02/2025 | 07/2025 |
| Brontide | Bethesda | MD | 05/2023 | 01/2025 |
| Pusser's Caribbean Grille | Annapolis | MD | 06/2023 | 11/2024 |
| Mcgarvey's | Annapolis | MD | 05/2019 | 09/2023 |
| Annapolis Senior High-School | Annapolis | MD | 08/2016 | 05/2020 |
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: 09/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 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. 09/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Atlas Restaurant Group. Annapolis, MD 21401. Nature of business: Food and beverage. Hours per month: 64. Hours per month trading: 0. Start: 9/20/2025. Position: Banquet Server. Work corporate events and weddings 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: 06/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-22 |
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