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Natalie Ruby Jimenez

Florida Financial Advisors, LLC

Dallas, TX

CRD 8212114

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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:

Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-27
TX RA APPROVED 2026-01-23
  • FL RA
    APPROVED
    Since 2026-01-27
  • TX RA
    APPROVED
    Since 2026-01-23

Branch Locations

10100 North Central Expressway Suite 380, Dallas, TX 75231 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Dba Texas Financial Advisors Dallas TX 01/2026 Present
Caprock Home Health Services Lubbock TX 01/2025 07/2025
Unemployed Dallas TX 08/2025 12/2025
Texas Tech University Lubbock TX 08/2020 05/2025
Rl Turner High School Carrollton TX 08/2016 06/2020
Trinity Wealth Securities, Llc Dallas TX 08/2026 Present
  • 01/2026 → Present
    Florida Financial Advisors Dba Texas Financial Advisors
    Dallas, TX
  • 01/2025 → 07/2025
    Caprock Home Health Services
    Lubbock, TX
  • 08/2025 → 12/2025
    Unemployed
    Dallas, TX
  • 08/2020 → 05/2025
    Texas Tech University
    Lubbock, TX
  • 08/2016 → 06/2020
    Rl Turner High School
    Carrollton, TX
  • 08/2026 → Present
    Trinity Wealth Securities, Llc
    Dallas, TX
Other Businesses

o Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. 10100 North Central Expressway, Suite 380, Dallas, TX, USA, 75231. Nature of Business: RIA. Position: Financial Consultant. Start Date: 1/2026. 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. 10100 North Central Expressway, Suite 380, Dallas, TX, USA, 75231. Nature of Business: Fixed Insurance Sales. 1/2026. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 10100 North Central Expressway, Suite 380, Dallas, TX, USA, 75231. 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-08-20
S65 Uniform Investment Adviser Law Examination 2025-12-23
  • S63 Uniform Securities Agent State Law Examination
    2026-08-20
  • S65 Uniform Investment Adviser Law Examination
    2025-12-23

View on SEC IAPD

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