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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-16 |
| VA | RA | APPROVED | 2025-10-09 |
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 | 10/2025 | Present |
| Klotz Institute Of Karate | Bowie | MD | 08/2017 | 01/2024 |
| Towson University Housing & Residence Life | Towson | MD | 09/2023 | 05/2025 |
| Towson University Honors College | Towson | MD | 08/2024 | 05/2025 |
| Emerald Business Solutions Inc | Upper Marlboro | MD | 07/2020 | Present |
| Ameriprise Financial Services | Owings Mills | MD | 05/2024 | 05/2025 |
| Calvert School | Upper Marlboro | MD | 08/2015 | 08/2017 |
| Towson University | Towson | MD | 08/2021 | 05/2025 |
| Calvert School | Upper Marlboro | MD | 08/2017 | 08/2021 |
| Trinity Wealth Securities, Llc | Vienna | VA | 01/2026 | Present |
o 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: 10/2025. 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. 10/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Emerald Business Solutions. Not investment related. Upper Marlboro, MD 20774. Nature of business: Trucking. Start date: 06/2019. Hours per month: 4. Hours per month trading: 0. Position: Data analyst. Duties: Compute hours of truckers and run payroll o 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: 1/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-14 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
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