Katelin Renee Heise

Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2025 → Present
  Florida Financial Advisors Dba Texas Financial Advisors
  Dallas, TX
• 07/2022 → 10/2025
  Orangetheory Fitness San Angelo
  San Angelo, TX
• 05/2022 → 07/2022
  Concho Valley Gymnastics
  San Angelo, TX
• 08/2020 → 12/2024
  Angelo State University
  San Angelo, TX
• 08/2016 → 06/2020
  Frenship High School
  Lubbock, TX
• 03/2026 → Present
  Trinity Wealth Securities, Llc
  Dallas, TX

Other Businesses

o Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. Dallas, TX 75231. 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. Dallas, TX 75231. 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. 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-03-13
• S65 Uniform Investment Adviser Law Examination
  2025-10-10