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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-28 |
| TX | RA | APPROVED | 2025-06-27 |
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 | 06/2025 | Present |
| Lifetime | Missouri City | TX | 07/2023 | 06/2025 |
| The Rustic | Houston | TX | 10/2022 | 06/2023 |
| Pinstripes | Houston | TX | 05/2022 | 10/2022 |
| Zara | Houston | TX | 09/2021 | 05/2022 |
| University Of Houston | Houston | TX | 03/2020 | 09/2021 |
| Fort Bend Independent School District | Missouri City | TX | 01/2020 | 03/2020 |
| L.V. Hightower High School | Missouri City | TX | 08/2016 | 01/2020 |
| Trinity Wealth Securities, Llc | Houston | TX | 12/2025 | Present |
o Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. Houston, TX 77002. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2025. 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. Houston, TX 77002. Nature of Business: Fixed Insurance Sales. 06/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales o Trinity Wealth Securities, LLC. Investment Related. Houston, TX 77002. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 12/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-13 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-06 |
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