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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
3600 S Gessner Road Suite 230, Houston, TX 77063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Texas Financial Advisors | Houston | TX | 02/2026 | Present |
| Blue Agave Cantina | Houston | TX | 06/2021 | 08/2021 |
| Menlo College | Atherton | CA | 10/2021 | 05/2022 |
| Snag | Austin | TX | 09/2024 | 02/2025 |
| University Of Texas At Austin | Austin | TX | 09/2024 | 11/2024 |
| Uber | Austin | TX | 02/2025 | 01/2026 |
| White Knight Pest Control | Houston | TX | 05/2025 | 10/2025 |
| Unemployed | Houston | TX | 02/2016 | 08/2021 |
| Menlo College | Atherton | CA | 08/2021 | 05/2022 |
| University Of Texas At Austin | Austin | TX | 08/2022 | 12/2025 |
| Unemployed | Austin | TX | 06/2022 | 08/2024 |
| Trinity Wealth Securities, Llc | Houston | TX | 05/2026 | Present |
Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. 3600 S Gessner Road, Suite 230, Houston, TX 77063. Nature of Business: RIA. Position: Financial Consultant. Start Date: 02/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Texas Financial Advisors). Investment-Related. 3600 S Gessner Road, Suite 230, Houston, TX 77063. Nature of Business: Insurance. Position: Independent Contractor. 02/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 3600 S Gessner Road, Suite 230, Houston, TX 77063. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 05/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-30 |
| S65 | Uniform Investment Adviser Law Examination | 2026-02-04 |
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