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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-05 |
| FL | RA | APPROVED | 2024-06-04 |
| VA | RA | APPROVED | 2023-06-20 |
Branch Locations
8605 Westwood Center Drive Suite 505, Vienna, VA 22812 • 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 | 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-19 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-06 |
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