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Wanyi Su

Florida Financial Advisors, LLC

Vienna, VA

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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-17
VA RA APPROVED 2025-04-15
  • FL RA
    APPROVED
    Since 2025-04-17
  • VA RA
    APPROVED
    Since 2025-04-15

Branch Locations

8605 Westwood Center Drive, Suite 505, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Dba Tristate Financial Advisors Vienna VA 04/2025 Present
Unemployed Baltimore MD 12/2024 03/2025
Johns Hopkins University Baltimore MD 08/2023 12/2024
Unemployed State College PA 12/2022 07/2023
Pennsylvania State University State College PA 08/2019 12/2022
The Second High School Attached To Beijing Normal University Beijing 08/2016 06/2019
Hepingjie No.1 Middle School Beijing 08/2013 06/2016
Trinity Wealth Securities, Llc Vienna VA 09/2025 Present
  • 04/2025 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Vienna, VA
  • 12/2024 → 03/2025
    Unemployed
    Baltimore, MD
  • 08/2023 → 12/2024
    Johns Hopkins University
    Baltimore, MD
  • 12/2022 → 07/2023
    Unemployed
    State College, PA
  • 08/2019 → 12/2022
    Pennsylvania State University
    State College, PA
  • 08/2016 → 06/2019
    The Second High School Attached To Beijing Normal University
    Beijing
  • 08/2013 → 06/2016
    Hepingjie No.1 Middle School
    Beijing
  • 09/2025 → Present
    Trinity Wealth Securities, Llc
    Vienna, VA
Other Businesses

o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Vienna, VA 22182. Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2025. 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. Vienna, VA 22182. Nature of Business: Fixed Insurance Sales. 04/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales o Trinity Wealth Securities, LLC. Investment Related. Vienna, VA 22182. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 09/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-09-04
S65 Uniform Investment Adviser Law Examination 2025-03-27
  • S63 Uniform Securities Agent State Law Examination
    2025-09-04
  • S65 Uniform Investment Adviser Law Examination
    2025-03-27

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
CAPITOL PRIVATE WEALTH GROUP LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
RETIREMENT RESEARCHER, LLC
MCLEAN ASSET MANAGEMENT CORP.
KIRK CAPITAL ADVISORS LLC
ATEGRA CAPITAL MANAGEMENT, LLC

Other Investors

MARY ELIZABETH ELLISON
ROBERT BURTON LANK
AMIR EYAL
DANIEL JOHN WARD
Hunter John Leed
BENJAMIN PRUITT MELTON
PETER REISNER SHARPE
STEPHEN FRANKLIN STEWART

Other Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
KIRK CAPITAL ADVISORS LLC · VIENNA, VA
ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

More in Vienna, VA

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