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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-29 |
| TX | RA | APPROVED | 2025-08-19 |
Branch Locations
3301 Northland Dr 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 | 08/2025 | Present |
| Full Time Student | Ithaca | NY | 01/2022 | 07/2025 |
| Unemployed | Fort Mill | SC | 01/2015 | 12/2021 |
| Trinity Wealth Securities, Llc | Austin | TX | 12/2025 | Present |
o Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. 3301 Northland Drive, Suite 405, Austin, TX 78731. 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. 3301 Northland Drive, Suite 405, Austin, TX 78731. Nature of Business: Fixed Insurance Sales. 08/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales o Trinity Wealth Securities, LLC. Investment Related. 3301 Northland Drive, Suite 405, Austin, TX 78731. 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 | 2025-12-15 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-05 |
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