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17074 Hwy 20 W., Lindale, TX 75771 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Portfolio Advisors, Llc | Fort Worth | TX | 11/2009 | Present |
CPA; non-investment related; 1121 ESE Loop 323, Suite 150, Tyler, TX, 75701; 7/1/2003; 60 hours a month, 40 hours during trading, Preparation and review of tax returns, tax research and planning, supervision of employee doing the same.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-21 |
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