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Evan Lien

Florida Financial Advisors, LLC

Vienna, VA

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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-28
FL RA APPROVED 2025-11-06
VA RA APPROVED 2025-11-04
  • TX RA
    APPROVED
    Since 2026-05-28
  • FL RA
    APPROVED
    Since 2025-11-06
  • VA RA
    APPROVED
    Since 2025-11-04

Branch Locations

8605 Westwood Center Drive Suite 505, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Dba Tristate Financial Advisors Vienna VA 11/2025 Present
Self-Employment Vienna VA 06/2023 10/2025
Columbia University New York NY 06/2020 05/2023
College Of William & Mary Williamsburg VA 07/2017 05/2020
Thomas Jefferson High School For Science & Technology Alexandria VA 11/2015 06/2017
Trinity Wealth Securities, Llc Vienna VA 08/2026 Present
  • 11/2025 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Vienna, VA
  • 06/2023 → 10/2025
    Self-Employment
    Vienna, VA
  • 06/2020 → 05/2023
    Columbia University
    New York, NY
  • 07/2017 → 05/2020
    College Of William & Mary
    Williamsburg, VA
  • 11/2015 → 06/2017
    Thomas Jefferson High School For Science & Technology
    Alexandria, VA
  • 08/2026 → 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: 11/2025. 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. 11/2025. 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: 08/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-08-14
S65 Uniform Investment Adviser Law Examination 2025-10-16
  • S63 Uniform Securities Agent State Law Examination
    2026-08-14
  • S65 Uniform Investment Adviser Law Examination
    2025-10-16

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
CAPITOL PRIVATE WEALTH GROUP LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
RETIREMENT RESEARCHER, LLC
MCLEAN ASSET MANAGEMENT CORP.
KIRK CAPITAL ADVISORS LLC
ATEGRA CAPITAL MANAGEMENT, LLC

Other Investors

MARY ELIZABETH ELLISON
ROBERT BURTON LANK
AMIR EYAL
DANIEL JOHN WARD
Hunter John Leed
BENJAMIN PRUITT MELTON
PETER REISNER SHARPE
STEPHEN FRANKLIN STEWART

Other Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
KIRK CAPITAL ADVISORS LLC · VIENNA, VA
ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

More in Vienna, VA

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