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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-20 |
| TX | RA | APPROVED | 2024-09-16 |
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 Dba Texas Financial Advisors | Dallas | TX | 09/2024 | Present |
| The Fort Worth Club | Fort Worth | TX | 06/2018 | 04/2021 |
| The Fort Worth Club | Fort Worth | TX | 09/2023 | 10/2024 |
| R.L. Paschal High School | Fort Worth | TX | 08/2016 | 08/2020 |
| Texas Christian University | Fort Worth | TX | 08/2020 | 05/2024 |
| Trinity Wealth Securities, Llc | Dallas | TX | 05/2025 | Present |
Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. 10100 North Central Expressway, Suite 380, Dallas, TX 75231. Nature of Business: RIA. Position: Financial Consultant. Start Date: 09/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Texas Financial Advisors). Not Investment Related. 10100 North Central Expressway, Suite 380, Dallas, TX 75231. Nature of Business: Fixed Insurance Sales. Start Date: 09/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities, LLC. Investment Related. 10100 North Central Expressway, Suite 380, Dallas, TX 75231. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-01 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-29 |
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