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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-08 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
3600 S Gessner Road Suite 230, Houston, TX 77063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Texas Financial Advisors | Houston | TX | 06/2026 | Present |
| Primrose Path Wine Bar | College Station | TX | 04/2025 | 06/2026 |
| Levy | College Station | TX | 08/2014 | Present |
| Chuy's | College Station | TX | 02/2011 | 08/2024 |
o Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. 3600 S Gessner Road, Suite 230, Houston, TX 77063. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2026. 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. 3600 S Gessner Road, Suite 230, Houston, TX 77063. Nature of Business: Insurance. Position: Independent Contractor. 06/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Levy. Not investment related. 955 Olsen Blvd 77843 College Station, TX 77840. Nature of business: Hospitality. Position: Suite attendant/bartender. Start date: 8/2014. Hours per month: 10. Hours per month trading: 0. Duties: Focus attention on hospitality and service oriented jobs such as bartending, and catering duties as well as taking care of all of the guests.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-27 |
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