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Fernando Chong

Florida Financial Advisors, LLC

Austin, TX

CRD 8053971

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Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-25
TX RA APPROVED 2025-03-21
  • FL RA
    APPROVED
    Since 2025-03-25
  • TX RA
    APPROVED
    Since 2025-03-21

Branch Locations

3301 Northland Dr, Suite 405, Austin, TX 78731 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Dba Texas Financial Advisors Austin TX 03/2025 Present
Middle School Eagle Pass TX 01/2015 06/2017
Eagle Pass High School Eagle Pass TX 08/2017 05/2021
Texas State University San Marcos TX 08/2021 12/2024
Texas State University: Housing Department San Marcos TX 08/2022 12/2024
Trinity Wealth Securities, Llc Austin TX 01/2026 Present
  • 03/2025 → Present
    Florida Financial Advisors Dba Texas Financial Advisors
    Austin, TX
  • 01/2015 → 06/2017
    Middle School
    Eagle Pass, TX
  • 08/2017 → 05/2021
    Eagle Pass High School
    Eagle Pass, TX
  • 08/2021 → 12/2024
    Texas State University
    San Marcos, TX
  • 08/2022 → 12/2024
    Texas State University: Housing Department
    San Marcos, TX
  • 01/2026 → Present
    Trinity Wealth Securities, Llc
    Austin, TX
Other Businesses

o Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. Austin, TX 78731. Nature of Business: RIA. Position: Financial Consultant. Start Date: 03/2025. 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. Austin, TX 78731. Nature of Business: Fixed Insurance Sales. 03/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Austin, TX 78731. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 01/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-01-23
S65 Uniform Investment Adviser Law Examination 2025-02-10
  • S63 Uniform Securities Agent State Law Examination
    2026-01-23
  • S65 Uniform Investment Adviser Law Examination
    2025-02-10

View on SEC IAPD

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