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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2025-08-12 |
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 Dba Texas Financial Advisors | Dallas | TX | 08/2025 | Present |
| Southern Methodist University | Dallas | TX | 01/2022 | 05/2025 |
| Pasadena City College | Pasadena | CA | 09/2021 | 12/2022 |
| Qsr Systems | Santa Clarita | CA | 06/2022 | 08/2022 |
| Notre Dame High School | Sherman Oaks | CA | 08/2017 | 06/2021 |
| Laurel Hall School | North Hollywood | CA | 08/2015 | 06/2017 |
o Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. Dallas, TX 75231. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2025. 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. Dallas, TX 75231. Nature of Business: Fixed Insurance Sales. 08/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Cornerstone Corporate Enterprises. Scottsdale, AZ 85254. Not investment related. Business nature: Consulting. Hours per month: 0. Hours per month trading: 0. Position: None. Consulting business under family provides consistent monthly compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-23 |
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