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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-30 |
| VA | RA | APPROVED | 2025-09-26 |
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 | 09/2025 | Present |
| Ymca | Merrimack | NH | 07/2025 | 08/2025 |
| Full-Time Education At William & Mary | Williamsburg | VA | 08/2024 | 07/2025 |
| Ymca | Merrimack | NH | 06/2024 | 08/2024 |
| Full-Time Education At University Of St Andrews | St Andrews | 09/2023 | 05/2024 | |
| Ymca | Merrimack | NH | 06/2023 | 08/2023 |
| Full-Time Education At William & Mary | Williamsburg | VA | 08/2022 | 05/2023 |
| Ymca | Merrimack | NH | 06/2022 | 08/2022 |
| Full-Time Education At University Of St Andrews | St Andrews | 09/2021 | 05/2022 | |
| Aerie American Eagle | Merrimack | NH | 11/2019 | 08/2021 |
| Full-Time Education At Souhegan High School | Amherst | NH | 08/2017 | 11/2019 |
| Full-Time Education At Amherst Middle School | Amherst | NH | 09/2015 | 06/2017 |
| Trinity Wealth Securities, Llc | Vienna | VA | 10/2025 | Present |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 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. o Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. Vienna, VA 22182. Nature of Business: Fixed Insurance Sales. 09/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales o Trinity Wealth Securities, LLC. Investment Related. Vienna, VA 22182. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-22 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-03 |
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