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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 | 2026-05-29 |
| FL | RA | APPROVED | 2024-05-31 |
| VA | RA | APPROVED | 2024-01-29 |
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 | 01/2024 | Present |
| Kpmg | Mcclean | VA | 09/2022 | 07/2023 |
| Pbgc | Washington | DC | 05/2020 | 03/2022 |
| College Of William & Mary | Williamsburg | VA | 08/2018 | 05/2022 |
| University Of St Andrews | St Andrews | 08/2018 | 06/2022 | |
| West Potomac High School | Alexandria | VA | 09/2015 | 06/2018 |
| Unemployed | Alexandria | VA | 07/2023 | 01/2024 |
| Trinity Wealth Securities, Llc | Vienna | VA | 01/2025 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Arlington, VA. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. Arlington, VA. Nature of Business: Fixed Insurance Sales. 01/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Arlington, VA. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 01/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-18 |
| S65 | Uniform Investment Adviser Law Examination | 2024-01-05 |
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