Karl Keller Lambert

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-04-27
TX	RA	APPROVED	2026-04-17

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

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

Organization	City	State	From	To
Florida Financial Advisors	Tampa	FL	08/2024	03/2026
Law Offices Of Charles S. Lambert Jr., Llc.	Baton Rouge	LA	03/2019	05/2024
Graduate Student At Tulane University	New Orleans	LA	08/2022	05/2024
Full-Time Student At Louisiana State University	Baton Rouge	LA	08/2018	05/2022
High School Student At Parkview Baptist	Baton Rouge	LA	08/2014	05/2018
Trinity Wealth Securities, Llc	Tampa	FL	09/2025	03/2026
Fisher Investments	Tampa	FL	04/2026	Present

08/2024 → 03/2026

Florida Financial Advisors

Tampa, FL
03/2019 → 05/2024

Law Offices Of Charles S. Lambert Jr., Llc.

Baton Rouge, LA
08/2022 → 05/2024

Graduate Student At Tulane University

New Orleans, LA
08/2018 → 05/2022

Full-Time Student At Louisiana State University

Baton Rouge, LA
08/2014 → 05/2018

High School Student At Parkview Baptist

Baton Rouge, LA
09/2025 → 03/2026

Trinity Wealth Securities, Llc

Tampa, FL
04/2026 → Present

Fisher Investments

Tampa, FL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-10-30

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