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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-04 |
| VA | RA | APPROVED | 2026-07-28 |
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 | 07/2026 | Present |
| Florida Financial Advisors Dba Tristate Financial Advisors | Vienna | VA | 02/2026 | 07/2026 |
| William And Mary | Williamsburg | VA | 08/2022 | 05/2026 |
| Triangle Learning Community | Alexandria | VA | 05/2025 | 09/2025 |
| National Center On Education And The Economy | Washington | DC | 05/2024 | 08/2024 |
| Downey For Va | Williamsburg | VA | 08/2025 | 11/2025 |
| Fencing Sports Academy | Fairfax | VA | 07/2023 | 08/2023 |
| Atlantic Pools | Falls Church | VA | 05/2022 | 09/2022 |
| Nv Pools | Falls Church | VA | 07/2021 | 08/2021 |
| Fairfax County Public Schools | Fairfax | VA | 08/2009 | 06/2022 |
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: 07/2026. 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. 07/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales American Enterprise Institute. Not investment related. 1789 Massachusetts Ave NW Washington, DC 20036. Nature of business: Research. Hours per month: 160. Hours per month trading: 0. Start date: 9/2026. End: 12/2026. Position: Intern. Duties and compensation: Stipend of $3000 ($1500 on start, $1500 on end.) Internship duties involve Key responsibilities include: Supporting the research of Senior Fellows Edward J. Pinto and Tobias Peter on domestic housing, historical and current mortgage lending policies, and financial policy reform. Helping maintain the center's various indexes and large databases. Supporting research through data management, retrieval, and analysis. Editing and contributing to scholarly papers, articles, and op-eds. Creating and formatting charts, tables, graphic displays, and presentations. Performing other general tasks as assigned.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-16 |
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