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Grant Richard Poole

Florida Financial Advisors, LLC

Dallas, TX

CRD 8219741

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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 2026-02-13
TX RA APPROVED 2026-02-05
  • FL RA
    APPROVED
    Since 2026-02-13
  • TX RA
    APPROVED
    Since 2026-02-05

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
Doordash Tuscaloosa AL 03/2020 12/2025
Philly Boyz Cheesesteaks Tuscaloosa AL 02/2019 03/2020
Texas Mesquite Grill Cypress TX 07/2019 08/2019
Bath And Body Works Cypress TX 12/2018 01/2019
Oakley Cypress TX 06/2018 08/2018
Pete's Bbq Hempstead TX 06/2015 02/2017
University Of Alabama Tuscaloosa AL 08/2018 12/2024
Cypress Ranch High School Cypress TX 08/2014 06/2018
  • 01/2026 → Present
    Florida Financial Advisors Dba Texas Financial Advisors
    Dallas, TX
  • 03/2020 → 12/2025
    Doordash
    Tuscaloosa, AL
  • 02/2019 → 03/2020
    Philly Boyz Cheesesteaks
    Tuscaloosa, AL
  • 07/2019 → 08/2019
    Texas Mesquite Grill
    Cypress, TX
  • 12/2018 → 01/2019
    Bath And Body Works
    Cypress, TX
  • 06/2018 → 08/2018
    Oakley
    Cypress, TX
  • 06/2015 → 02/2017
    Pete's Bbq
    Hempstead, TX
  • 08/2018 → 12/2024
    University Of Alabama
    Tuscaloosa, AL
  • 08/2014 → 06/2018
    Cypress Ranch High School
    Cypress, TX
Other Businesses

o Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. 10100 North Central Expressway Suite 380, Dallas TX 75231. Nature of Business: RIA. Position: Financial Consultant. Start Date: 02/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance, LLC (DBA Texas Financial Advisors). Investment-Related. 10100 North Central Expressway Suite 380, Dallas TX 75231. Nature of Business: Insurance. Position: Independent Contractor. 02/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-30
  • S65 Uniform Investment Adviser Law Examination
    2026-01-30
Other Names
  • Grant Poole

View on SEC IAPD

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