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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED | 2025-02-24 |
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 | 02/2025 | Present |
| Texas Roadhouse | Irving | TX | 07/2024 | 01/2025 |
| Unemployed | Dallas | TX | 01/2024 | 06/2024 |
| Baylor University | Waco | TX | 08/2022 | 12/2023 |
| Lululemon | Denver | CO | 06/2022 | 08/2022 |
| Palmer Polaski Pc | Denver | CO | 06/2022 | 08/2022 |
| Texas Roadhouse | Waco | TX | 11/2021 | 03/2022 |
| Lululemon | Denver | CO | 06/2021 | 08/2021 |
| Elkind Alterman Harston Pc | Denver | CO | 05/2021 | 08/2021 |
| Baylor University | Waco | TX | 08/2019 | 05/2021 |
| Battle Mountain High School | Edwards | CO | 08/2015 | 06/2019 |
| Trinity Wealth Securities, Llc | Dallas | TX | 06/2025 | Present |
o 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: 02/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o 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. 02/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales o 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: 06/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-21 |
| S65 | Uniform Investment Adviser Law Examination | 2025-02-11 |
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