David Wills Boggess

Current Employers

Employment History

• 06/2024 → Present
  Florida Financial Advisors Dba Tristate Financial Advisors
  Vienna, VA
• 06/2022 → 08/2022
  Icf
  Fairfax, VA
• 05/2023 → 05/2024
  Icf
  Reston, VA
• 08/2023 → 05/2024
  Virginia Polytechnic And State University
  Blacksburg, VA
• 01/2023 → 05/2023
  Virginia Polytechnic And State University
  Blacksburg, VA
• 01/2022 → 05/2022
  Virginia Polytechnic And State University
  Blacksburg, VA
• 09/2021 → 01/2022
  Home Depot
  Fairfax, VA
• 08/2020 → 05/2021
  Virginia Polytechnic And State University
  Blacksburg, VA
• 05/2021 → 08/2021
  Ruppert Landscape
  Gainesville, VA
• 05/2020 → 08/2020
  Ruppert Landscape
  Gainesville, VA
• 08/2019 → 05/2020
  Virginia Polytechnic And State University
  Blacksburg, VA
• 05/2019 → 08/2019
  Ruppert Landscape
  Gainesville, VA
• 08/2018 → 05/2019
  Mercersburg Academy
  Mercersburg, PA
• 08/2014 → 06/2018
  Yorktown Highschool
  Arlington, VA
• 08/2022 → 01/2023
  Unemployed
  Vienna, VA
• 05/2025 → Present
  Trinity Wealth Securities, Llc
  Vienna, VA

Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 8605 Westwood Center Dr, Unit 505, Vienna, VA 22182. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2024. 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 Dr, Unit 505, Vienna, VA 2218. Nature of Business: Fixed Insurance Sales. Start Date: 08/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Loudoun Investments. Not investment related. 9637 Maymont Drive Vienna, VA 22182. Nature of business: real estate holding company. Start date: 9/11/2000. End date: 4/28/2025. Position: Part owner. Hours per month: 0. Hours per month trading: 0. No duties, just receive quarterly payment from rent collected form the 3 buildings the company owns. The family is in process of listing the three buildings for sale, for which I will receive a large one-time payout. Trinity Wealth Securities, LLC. Investment Related. 8605 Westwood Center Dr, Unit 505, Vienna, VA 2218. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 05/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-05-10
• S65 Uniform Investment Adviser Law Examination
  2024-07-13