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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-28 |
| TX | RA | APPROVED | 2025-08-26 |
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 | 04/2025 | Present |
| Southern Methodist University | Dallas | TX | 08/2021 | 04/2025 |
| San Marino High School | San Marino | CA | 08/2017 | 07/2021 |
| Huntington Middle School | San Marino | CA | 08/2014 | 07/2017 |
| Trinity Wealth Securities, Llc | Dallas | TX | 10/2025 | Present |
oFlorida Financial Advisors (DBA Texas Financial Advisors). Investment Related. Dallas, TX 75231. Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Insurance (DBA Texas Financial Advisors). Not Investment Related. Dallas, TX 75231. Nature of Business: Fixed Insurance Sales. 04/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales oTrinity Wealth Securities, LLC. Investment Related. Dallas, TX 75231. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-06 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
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