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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-31
VA RA APPROVED 2023-07-18
  • FL RA
    APPROVED
    Since 2024-05-31
  • VA RA
    APPROVED
    Since 2023-07-18

Branch Locations

8605 Westwood Center Drive Suite 505, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Dba Tristate Financial Advisors Vienna VA 07/2023 Present
University Of Mary Washington Fredericksburg VA 08/2022 05/2023
The Hoop Group Neptune City NJ 05/2022 08/2022
The Wine'iNg Butcher Ashburn VA 05/2022 08/2022
University Of Mary Washington Fredericksburg VA 08/2021 05/2022
The Wine'iNg Butcher Ashburn VA 05/2021 08/2021
University Of Mary Washington Fredericksburg VA 08/2020 05/2021
The Wine'iNg Butcher Ashburn VA 05/2020 08/2020
University Of Mary Washington Fredericksburg VA 08/2019 05/2020
Broad Run High School Ashburn VA 08/2015 06/2019
Trinity Wealth Securities, Llc Vienna VA 03/2024 Present
  • 07/2023 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Vienna, VA
  • 08/2022 → 05/2023
    University Of Mary Washington
    Fredericksburg, VA
  • 05/2022 → 08/2022
    The Hoop Group
    Neptune City, NJ
  • 05/2022 → 08/2022
    The Wine'iNg Butcher
    Ashburn, VA
  • 08/2021 → 05/2022
    University Of Mary Washington
    Fredericksburg, VA
  • 05/2021 → 08/2021
    The Wine'iNg Butcher
    Ashburn, VA
  • 08/2020 → 05/2021
    University Of Mary Washington
    Fredericksburg, VA
  • 05/2020 → 08/2020
    The Wine'iNg Butcher
    Ashburn, VA
  • 08/2019 → 05/2020
    University Of Mary Washington
    Fredericksburg, VA
  • 08/2015 → 06/2019
    Broad Run High School
    Ashburn, VA
  • 03/2024 → Present
    Trinity Wealth Securities, Llc
    Vienna, VA
Other Businesses

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: 07/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment-Related Activities. o 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. 07/2023. 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: 03/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment-Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-03-01
S65 Uniform Investment Adviser Law Examination 2023-06-22
  • S63 Uniform Securities Agent State Law Examination
    2024-03-01
  • S65 Uniform Investment Adviser Law Examination
    2023-06-22
Other Names
  • Pat Smedley

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