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Caleb Ventura

Florida Financial Advisors, LLC

Dallas, TX

CRD 8229519

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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 2026-03-02
TX RA APPROVED 2026-02-25
  • FL RA
    APPROVED
    Since 2026-03-02
  • TX RA
    APPROVED
    Since 2026-02-25

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 02/2026 Present
Okinawa Asian Cuisine Arlington TX 12/2024 02/2026
Uta Summer Camps & Conferences/Guest Services Arlington TX 05/2024 08/2024
Tiff's Treats Prosper TX 09/2022 05/2024
Olive Garden Prosper TX 06/2022 07/2022
Frisco Athletic Center Frisco TX 08/2021 05/2022
Andy's Frozen Custard Frisco TX 05/2020 08/2021
Independence High School Frisco TX 08/2018 05/2022
Collin Community College Frisco TX 08/2022 05/2023
University Of Texas At Arlington Arlington TX 08/2023 12/2025
Nelson Middle School Frisco TX 08/2016 05/2018
Trinity Wealth Securities, Llc Dallas TX 07/2026 Present
  • 02/2026 → Present
    Florida Financial Advisors Dba Texas Financial Advisors
    Dallas, TX
  • 12/2024 → 02/2026
    Okinawa Asian Cuisine
    Arlington, TX
  • 05/2024 → 08/2024
    Uta Summer Camps & Conferences/Guest Services
    Arlington, TX
  • 09/2022 → 05/2024
    Tiff's Treats
    Prosper, TX
  • 06/2022 → 07/2022
    Olive Garden
    Prosper, TX
  • 08/2021 → 05/2022
    Frisco Athletic Center
    Frisco, TX
  • 05/2020 → 08/2021
    Andy's Frozen Custard
    Frisco, TX
  • 08/2018 → 05/2022
    Independence High School
    Frisco, TX
  • 08/2022 → 05/2023
    Collin Community College
    Frisco, TX
  • 08/2023 → 12/2025
    University Of Texas At Arlington
    Arlington, TX
  • 08/2016 → 05/2018
    Nelson Middle School
    Frisco, TX
  • 07/2026 → 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 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 Trinity Wealth Securities, LLC. Investment Related. 10100 North Central Expressway Suite 380, Dallas TX 75231. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-08-17
S65 Uniform Investment Adviser Law Examination 2026-02-03
  • S63 Uniform Securities Agent State Law Examination
    2026-08-17
  • S65 Uniform Investment Adviser Law Examination
    2026-02-03
Other Names
  • Caleb Christian Ventura

View on SEC IAPD

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