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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED | 2025-12-19 |
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 | 12/2025 | Present |
| Dental Group Of Amarillo | Amarillo | TX | 06/2024 | 12/2025 |
| Academy Sports & Outdoors | Stillwater | OK | 05/2023 | 09/2023 |
| Cornerstone Synergy Llc | Panhandle | TX | 05/2022 | 08/2022 |
| Panhandle City | Panhandle | TX | 05/2018 | 08/2021 |
| Oklahoma State University | Stillwater | OK | 08/2021 | 12/2024 |
| Unemployed | Panhandle | TX | 01/2013 | 04/2018 |
| Trinity Wealth Securities, Llc | Dallas | TX | 02/2026 | Present |
o Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. Dallas, TX 75231. Nature of Business: RIA. Position: Financial Consultant. Start Date: 12/2025. 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. 12/2025. 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: 02/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-08 |
| S65 | Uniform Investment Adviser Law Examination | 2025-12-13 |
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