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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-19 |
| FL | RA | APPROVED | 2024-09-23 |
| VA | RA | APPROVED | 2024-09-19 |
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 |
|---|---|---|---|---|
| Langley High School | Mclean | VA | 09/2014 | 06/2018 |
| Virginia Tech | Blacksburg | VA | 08/2018 | 05/2022 |
| Executive Health Care Services Pllc | Reston | VA | 06/2018 | 08/2018 |
| Deli Italiano | Great Falls | VA | 05/2019 | 08/2019 |
| Thelo Greek Kuzina | Great Falls | VA | 05/2020 | 08/2020 |
| Variant Private Wealth | Vienna | VA | 06/2021 | 08/2021 |
| Variant Private Wealth | Tysons | VA | 07/2022 | 04/2024 |
| Great Falls Hoops | Great Falls | VA | 11/2016 | 02/2017 |
| Great Falls Hoops | Great Falls | VA | 11/2017 | 02/2018 |
| Great Falls Hoops | Great Falls | VA | 11/2018 | 02/2019 |
| Great Falls Hoops | Great Falls | VA | 11/2019 | 02/2020 |
| Great Falls Hoops | Great Falls | VA | 11/2020 | 02/2021 |
| Great Falls Hoops | Great Falls | VA | 11/2021 | 02/2022 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Vienna | VA | 09/2024 | Present |
| Unemployed | Arlington | VA | 05/2024 | 08/2024 |
| Trinity Wealth Securities, Llc | Vienna | VA | 12/2024 | Present |
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: 09/2024. 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, VA 22182. Nature of Business: Fixed Insurance Sales. Start Date: 09/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 8605 Westwood Center Drive, Suite 505, Vienna, VA 22182. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 12/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-07 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-11 |
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