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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-10 |
| FL | RA | APPROVED | 2025-06-12 |
| VA | RA | APPROVED | 2025-06-10 |
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 | 06/2025 | Present |
| Romansphere Inc | Tysons Corner | VA | 10/2024 | 03/2025 |
| City Year Americorp -Nonprofit | Washington | DC | 01/2024 | 07/2024 |
| Li-Ming Chinese Academy | Rockville | MD | 09/2023 | Present |
| Virginia Commonwealth University | Richmond | VA | 05/2019 | 12/2022 |
| Radford University | Radford | VA | 09/2017 | 03/2019 |
| Langley High School | Mclean | VA | 08/2013 | 08/2017 |
| Unemployed | N/A | VA | 01/2023 | 01/2024 |
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: 06/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 8605 Westwood Center Drive, Suite 505, Vienna VA 22182. Nature of Business: Insurance. Position: Independent Contractor. 06/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Li-Ming Chinese Academy. Not investment related. 250 Richard Montgomery Drive Rockville, MD 20852. Nature of business: Education. Position: Teaching Assistant. Start date: 09/2023. Hours per month: 5. Hours per month trading: 0. Duties: Teach children chinese.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-27 |
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