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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-25 |
| VA | RA | APPROVED | 2025-08-08 |
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 | 08/2025 | Present |
| National Institutes Of Health | Bethesda | MD | 06/2017 | 09/2022 |
| Thomas Jefferson High School For Science & Technology | Alexandria | VA | 09/2014 | 06/2018 |
| College Of William & Mary | Williamsburg | VA | 08/2018 | 05/2022 |
| Georgetown University | Washington | DC | 08/2023 | 05/2025 |
| Coastal Flats | Mclean | VA | 09/2022 | 02/2024 |
| Coastal Flats | Mclean | VA | 01/2025 | Present |
| International Monetary Fund | Washington | DC | 02/2024 | 04/2024 |
| Georgetown University | Washington | DC | 05/2024 | 08/2024 |
| Trinity Wealth Securities, Llc | Vienna | VA | 10/2025 | Present |
oFlorida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Vienna, VA 22182. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. Vienna, VA 22182. Nature of Business: Fixed Insurance Sales. 08/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales oTrinity 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. Coastal Flats. McLean, VA 22101. Not investment related. Nature of Business: Restaurant. Position: Server. Start date: 1/7/2025. Hours per month: 80. Hours per month trading: 0. Serving duties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-11 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-11 |
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