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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-16 |
| FL | RA | APPROVED | 2024-05-30 |
| VA | RA | APPROVED | 2024-02-09 |
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 | 02/2024 | Present |
| Warner Brothers Discovery | Silver Spring | MD | 06/2022 | 08/2022 |
| La Colombe | Washington | DC | 08/2021 | 05/2023 |
| Eat The Capital | Washington | DC | 06/2021 | 08/2021 |
| Clark County Combined Health District | Springfield | OH | 05/2020 | 05/2021 |
| Sycamore Creek Country Club | Dayton | OH | 06/2019 | 08/2019 |
| National Trails | Springfield | OH | 06/2018 | 08/2018 |
| George Washington University | Washington | DC | 08/2019 | 05/2023 |
| The Miami Valley School | Dayton | OH | 08/2017 | 05/2019 |
| Springfield Highschool | Springfield | OH | 08/2015 | 05/2017 |
| Unemployed | Springfield | OH | 06/2023 | 01/2024 |
| Trinity Wealth Securities, Llc | Vienna | VA | 04/2024 | 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: 2/1/2024. 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. 2/2024. 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: 04/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment-Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-26 |
| S65 | Uniform Investment Adviser Law Examination | 2024-01-16 |
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