Lucas Mcgrath Wong

Current Employers

Employment History

• 09/2023 → Present
  Florida Financial Advisors Dba Tristate Financial Advisors
  Nashville, FL
• 09/2019 → 06/2023
  University Of California, Santa Barbara
  Goleta, CA
• 08/2015 → 06/2019
  Redwood High School
  Larkspur, CA
• 08/2022 → 01/2023
  Erol Foundation
  San Francisco, CA
• 07/2020 → 04/2022
  Chipotle
  Goleta, CA
• 03/2024 → Present
  Trinity Wealth Securities, Llc
  Nashville, FL

Other Businesses

o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. Nature of Business: RIA. Position: Financial Consultant. Start Date: 09/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. Nature of Business: Fixed Insurance Sales. 09/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales oTrinity Wealth Securities, LLC. Investment Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. 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

• S63 Uniform Securities Agent State Law Examination
  2024-03-04
• S65 Uniform Investment Adviser Law Examination
  2023-08-14

Other Names

• Lucas Mcgrath Wong
• Lucas Wong