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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-23 |
| TX | RA | APPROVED | 2025-10-21 |
Branch Locations
3301 Northland Drive 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 | 10/2025 | Present |
| Ymca | Austin | TX | 08/2014 | 12/2019 |
| Favor Delivery | Austin | TX | 03/2020 | 12/2022 |
| Momentm Fit Llc | Austin | TX | 10/2020 | 11/2023 |
| Internal Revenue Service | Austin | TX | 03/2021 | 09/2025 |
| Trinity Wealth Securities, Llc | Austin | TX | 08/2026 | Present |
o Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. 3301 Northland Drive, Suite 405, Austin, TX, USA, 78731. Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2025. 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, USA, 78731. Nature of Business: Fixed Insurance Sales. 10/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 3301 Northland Drive, Suite 405, Austin, TX, USA, 78731. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 08/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-18 |
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