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Nicholas Walker Lynn

Florida Financial Advisors, LLC

Dallas, TX

CRD 8266825

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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 2026-06-12
TX RA APPROVED 2026-05-12
  • FL RA
    APPROVED
    Since 2026-06-12
  • TX RA
    APPROVED
    Since 2026-05-12

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 04/2026 Present
Globe Life Columbus OH 04/2024 09/2024
University Of Kentucky Lexington KY 08/2021 05/2025
Trinity High School Louisville KY 08/2017 05/2021
St. Francis Of Assisi Louisville KY 04/2016 03/2017
Unemployed Louisville KY 04/2016 03/2023
K5 Capital Group Louisville KY 06/2023 03/2026
Trinity Wealth Securities, Llc Dallas TX 06/2026 Present
  • 04/2026 → Present
    Florida Financial Advisors Dba Texas Financial Advisors
    Dallas, TX
  • 04/2024 → 09/2024
    Globe Life
    Columbus, OH
  • 08/2021 → 05/2025
    University Of Kentucky
    Lexington, KY
  • 08/2017 → 05/2021
    Trinity High School
    Louisville, KY
  • 04/2016 → 03/2017
    St. Francis Of Assisi
    Louisville, KY
  • 04/2016 → 03/2023
    Unemployed
    Louisville, KY
  • 06/2023 → 03/2026
    K5 Capital Group
    Louisville, KY
  • 06/2026 → Present
    Trinity Wealth Securities, Llc
    Dallas, TX
Other Businesses

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: 04/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 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. 04/2026. 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: 06/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-05-29
S65 Uniform Investment Adviser Law Examination 2026-01-22
S66 Uniform Combined State Law Examination 2025-08-04
  • S63 Uniform Securities Agent State Law Examination
    2026-05-29
  • S65 Uniform Investment Adviser Law Examination
    2026-01-22
  • S66 Uniform Combined State Law Examination
    2025-08-04

View on SEC IAPD

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