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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-12 |
| VA | RA | APPROVED | 2024-07-10 |
Branch Locations
8605 Westwood Center Drive Suite 206, 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 | 07/2024 | Present |
| Anna's Pizza & Italian Restaurant | Poquoson | VA | 07/2018 | 06/2024 |
| James River Country Club | Newport News | VA | 05/2022 | 07/2024 |
| Kiln Creek Golf Club And Resort | Yorktown | VA | 06/2019 | 03/2020 |
| Poquoson High School | Poquoson | VA | 07/2014 | 06/2020 |
| Trinity Wealth Securities, Llc | Vienna | VA | 11/2024 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 8605 Westwood Center Drive, Suite 505, Vienna, VA, USA, 22182. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. 8605 Westwood Center Drive, Suite 505, Vienna, VA, USA, 22182. Nature of Business: Fixed Insurance Sales. 07/2024. 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, USA, 22182. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 11/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-23 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-03 |
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