Ilo Ai Takamatsu

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

• 06/2026 → Present
  Florida Financial Advisors Dba Texas Financial Advisors​
  Dallas, TX
• 05/2020 → 12/2021
  Cypress Fairbanks Swim Club
  Cypress, TX
• 12/2021 → 05/2023
  Self-Employed
  Houston, TX
• 04/2024 → 08/2024
  Sunsational Swim School
  Houston, TX
• 05/2023 → 08/2023
  Jinya Ramen Bar
  Cypress, TX
• 08/2023 → 12/2024
  Dedman Center For Lifetime Sports
  Dallas, TX
• 08/2023 → 05/2026
  Southern Methodist University
  Dallas, TX
• 01/2023 → 05/2023
  Houston Christian University
  Houston, TX
• 07/2025 → 05/2026
  Journey Forward Mentoring
  Dallas, TX
• 08/2015 → 05/2023
  Homeschooled
  Houston, 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: 06/2026. 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. 06/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-18

Other Names

• Hillary Ai Tran
• Ilo Ai Tran
• Hillary Tran