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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-03 |
| FL | RA | APPROVED | 2025-06-13 |
Branch Locations
3301 Northland Drive Suite 405, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Texas Financial Advisors | Austin | TX | 05/2026 | Present |
| Trinity Wealth Securities, Llc | Austin | TX | 05/2026 | Present |
| Claremont Mckenna College | Claremont | CA | 08/2024 | 05/2025 |
| Davidson College | Davidson | NC | 08/2021 | 05/2024 |
| Park City High School | Park City | UT | 08/2017 | 06/2021 |
| Ecker Hill Middle School | Park City | UT | 08/2014 | 06/2017 |
| Florida Financial Advisors | Fort Lauderdale | FL | 02/2025 | 05/2026 |
| Trinity Wealth Securities, Llc | Ft Lauderdale | FL | 10/2025 | 05/2026 |
Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. 3301 Northland Dr, Suite 405, Austin, Texas 78731. Nature of Business: RIA. Position: Financial Consultant. Start Date: 05/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Texas Financial Advisors). Investment-Related. 3301 Northland Dr, Suite 405, Austin, Texas 78731. Nature of Business: Insurance. Position: Independent Contractor. 05/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. 3301 Northland Dr, Suite 405, Austin, Texas 78731. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-14 |
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