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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED_RES | 2023-05-03 |
| FL | RA | APPROVED | 2020-11-19 |
Branch Locations
10100 North Central Expressway Suite 380, Dallas, TX 75231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 09/2020 | 01/2024 |
| Kogod Office Of Career Engagement | Washington Dc | DC | 08/2018 | 05/2020 |
| Equinox | Bethesda | MD | 10/2019 | 03/2020 |
| Certified Financial Planners Board | Washington | DC | 06/2019 | 08/2019 |
| Tim For Connecticut | East Haven | CT | 06/2018 | 08/2018 |
| Turning Point Usa | Washington | DC | 01/2017 | 05/2018 |
| American University | Washington | DC | 08/2016 | 05/2020 |
| Taino's Smokehouse | Middletown | CT | 05/2017 | 08/2017 |
| Unemployment | Cromwell | CT | 06/2020 | 09/2020 |
| Trinity Wealth Securities L.L.C | Dallas | TX | 09/2020 | Present |
| Florida Financial Advisors Dba Texas Financial Advisors | Dallas | TX | 01/2024 | Present |
1.Trinity Wealth Securities. Investment Related. 10100 N Central Expressway, Suite 380, Dallas TX 75231. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 09/2020. Hours per Month: 160. Hours per Month During Trading Hours: 160. Securities Related Activities. 2.Florida Financial Advisors DBA Texas Financial Advisors. Investment Related.10100 N Central Expressway, Suite 380, Dallas TX 75231. Nature of Business: RIA. Position: Financial Consultant. Start Date: 09/2020. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 3.Florida Financial Insurance. Not Investment Related. 10100 N Central Expressway, Suite 380, Dallas TX 75231. Fixed Insurance Sales. 09/2020. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. 4. Matthew Falt Insurance Agency, LLC. Not investment related. McKinney, TX 75070. Start 8/20/2024. Hours per month: 0. Hours per month trading: 0. Position: Owner. FFI Insurance commissions get paid to this LLC. 5. Matthew Falt Financial Planning, LLC. Not investment related. McKinney, TX 75070. Start 8/20/2024. Hours per month: 0. Hours per month trading: 0. Position: Owner. FFA RIA commissions get paid to this LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-12 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-03 |
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