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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-04 |
| TX | RA | APPROVED | 2025-07-30 |
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 | Dallas | TX | 07/2025 | Present |
| Brookshire | Tyler | TX | 04/2021 | 08/2021 |
| University Of Arkansas | Fayetteville | AR | 07/2024 | 06/2025 |
| Nsu Advance Programs For Young Scholars | Natchitoches | LA | 06/2023 | 08/2023 |
| University Of Arkansas | Fayetteville | AR | 08/2021 | 05/2025 |
| Robert E. Lee/Tyler Legacy High School | Tyler | TX | 08/2017 | 05/2021 |
| Three Lakes Middle School | Tyler | TX | 06/2015 | 08/2017 |
| Trinity Wealth Securities, Llc | Dallas | TX | 03/2026 | 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: 07/2025. 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. 07/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales 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: 03/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-23 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-20 |
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