Stephen Alexander Shirley

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Florida Financial Advisors Dba Texas Financial Advisors
  Dallas, TX
• 05/2016 → 03/2021
  Unemployed
  Frisco, TX
• 03/2021 → 07/2021
  J Theodore
  Frisco, TX
• 07/2021 → 01/2022
  Unemployed
  Frisco, TX
• 01/2022 → 08/2022
  Cava
  Frisco, TX
• 08/2022 → 05/2023
  Full Time Student
  Fayetteville, AR
• 05/2023 → 08/2023
  Heb
  Frisco, TX
• 08/2023 → 05/2024
  Full Time Student
  Fayetteville, AR
• 05/2024 → 08/2024
  Netapp
  Morrisville, NC
• 08/2024 → 05/2025
  Full Time Student
  Fayetteville, AR
• 05/2025 → 08/2025
  Target
  Frisco, TX
• 08/2025 → 04/2026
  Full Time Student
  Fayetteville, AR
• 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 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 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: 08/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-08-25
• S65 Uniform Investment Adviser Law Examination
  2026-02-27

Other Names

• Alex Shirley