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Caylee Jo Dossey

Florida Financial Advisors, LLC

Dallas, TX

CRD 8276722

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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 2026-05-27
TX RA APPROVED 2026-05-22
  • FL RA
    APPROVED
    Since 2026-05-27
  • TX RA
    APPROVED
    Since 2026-05-22

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 05/2026 Present
Southern Methodist University Dallas TX 07/2025 05/2026
Texas A&M University At Corpus Christi Corpus Christi TX 08/2021 05/2025
Churchill Fulshear High School Fulshear TX 08/2017 08/2021
Dean Leaman Junior High School Fulshear TX 08/2016 08/2017
Texas A&M University At Corpus Christi Corpus Christi TX 11/2021 10/2023
Palmilla Beach Golf Club And Resort Port Aransas TX 05/2023 07/2025
Bristol Junior High School Richmond TX 08/2015 08/2016
  • 05/2026 → Present
    Florida Financial Advisors Dba Texas Financial Advisors
    Dallas, TX
  • 07/2025 → 05/2026
    Southern Methodist University
    Dallas, TX
  • 08/2021 → 05/2025
    Texas A&M University At Corpus Christi
    Corpus Christi, TX
  • 08/2017 → 08/2021
    Churchill Fulshear High School
    Fulshear, TX
  • 08/2016 → 08/2017
    Dean Leaman Junior High School
    Fulshear, TX
  • 11/2021 → 10/2023
    Texas A&M University At Corpus Christi
    Corpus Christi , TX
  • 05/2023 → 07/2025
    Palmilla Beach Golf Club And Resort
    Port Aransas, TX
  • 08/2015 → 08/2016
    Bristol Junior High School
    Richmond, 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: 05/2026. 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. 05/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-21
  • S65 Uniform Investment Adviser Law Examination
    2026-03-21

View on SEC IAPD

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