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Pierre Mario Gomez

Florida Financial Advisors, LLC

Vienna, VA

CRD 7554182

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Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Florida Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-05
FL RA APPROVED 2024-06-04
VA RA APPROVED 2023-06-20
  • TX RA
    APPROVED
    Since 2025-03-05
  • FL RA
    APPROVED
    Since 2024-06-04
  • VA RA
    APPROVED
    Since 2023-06-20

Branch Locations

8605 Westwood Center Drive Suite 505, Vienna, VA 22812 • 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 06/2023 Present
Towson University Towson MD 08/2019 06/2023
Northwestern Mutual Annapolis MD 06/2022 08/2022
Maryland State Renaissance Fair Crownsville MD 08/2018 10/2018
Arundel High School Gambrills MD 08/2015 08/2019
Trinity Wealth Securities, Llc Vienna VA 03/2024 Present
  • 06/2023 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Vienna, VA
  • 08/2019 → 06/2023
    Towson University
    Towson, MD
  • 06/2022 → 08/2022
    Northwestern Mutual
    Annapolis, MD
  • 08/2018 → 10/2018
    Maryland State Renaissance Fair
    Crownsville, MD
  • 08/2015 → 08/2019
    Arundel High School
    Gambrills, MD
  • 03/2024 → Present
    Trinity Wealth Securities, Llc
    Vienna, VA
Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 8605 Westwood Center Drive, Suite 505, Vienna, Virginia. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2023. 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, Virginia. Nature of Business: Fixed Insurance Sales. 06/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 8605 Westwood Center Drive, Suite 505, Vienna, Virginia. Nature of Business: Securities Sales. Position: Financial Consultant. Start Date: 06/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-03-19
S65 Uniform Investment Adviser Law Examination 2023-06-06
  • S63 Uniform Securities Agent State Law Examination
    2024-03-19
  • S65 Uniform Investment Adviser Law Examination
    2023-06-06
Other Names
  • Pierre Mario Gomez
  • Pierre Gomez

View on SEC IAPD

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