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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-22 |
| VA | RA | APPROVED | 2025-09-17 |
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 | 09/2025 | Present |
| C's Haulin | Centreville | VA | 06/2024 | Present |
| Carahsoft | Reston | VA | 01/2024 | 05/2024 |
| Salem University | Salem | WV | 09/2022 | 11/2023 |
| Herndon Youth Soccer | Reston | VA | 12/2023 | 05/2024 |
| Lowes | Reston | VA | 05/2022 | 09/2022 |
| Salem University Student | Salem | WV | 07/2021 | 05/2024 |
| South Lakes High School - Student | Reston | VA | 09/2017 | 06/2021 |
| Langston Hughes | Reston | VA | 08/2015 | 05/2017 |
| Lake Ann Elementary School | Reston | VA | 05/2014 | 07/2024 |
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: 09/2025. 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. 09/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales C's Haulin. Not Investment Related. Centreville, VA. Nature of Business: Junk removal. Position: Mover. Start Date: 6/2024. Hours Per Month: 10-50. Duties: Mover and estate clean outs. Direct Response Consulting Services. McLean, VA 22102. Not investment related. Nature: Public. Position: Independent contractor. Hours per month: 20. Hours per month trading: 0. Saint Rocco's Treats. 6026 Easton Road, Pipersville, PA 18947. Not investment related. Nature: Sales. Position: Employee. Hours per month: 15. Hours per month trading: 0. Duties: Farmers markets booth selling product.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-05 |
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