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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-12 |
| FL | RA | APPROVED | 2024-08-30 |
| VA | RA | APPROVED | 2024-08-27 |
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 | 08/2024 | Present |
| Chrisendom College | Front Royal | VA | 08/2021 | 05/2024 |
| Media Research Center | Herndon | VA | 01/2024 | 03/2024 |
| Media Research Center | Herndon | VA | 12/2023 | 01/2024 |
| Media Research Center | Reston | VA | 05/2023 | 08/2023 |
| American Council Of Trustees And Alumni | Washington | DC | 12/2022 | 01/2023 |
| American Council Of Trustees And Alumni | Washington | DC | 05/2022 | 09/2022 |
| Christendom College | Front Royal | VA | 08/2020 | 05/2024 |
| Padre Pio Academy | Front Royal | VA | 08/2021 | 06/2022 |
| Alex Mooney District Office | Martinsburg | WV | 05/2021 | 08/2021 |
| Seton Home Study School | Front Royal | VA | 08/2008 | 08/2020 |
| 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 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 Drive, Suite 505, Vienna, VA 22182. Nature of Business: Fixed Insurance Sales. Start Date: 08/2024. 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: 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 | 2024-11-14 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-13 |
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