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8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-19 |
Branch Locations
8310 N. Capital Of Texas Hwy Building 1 Prominent Point, Suite 185, Austin, TX 78731 • United States
8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 08/2022 | 02/2024 |
| Gangchu Chicken & Beer | Tampa | FL | 02/2021 | 07/2022 |
| University Of Tampa | Tampa | FL | 02/2020 | 02/2021 |
| Silverado Golf And Country Club | Zephyrhills | FL | 06/2020 | 08/2020 |
| Koizi Endless Sushi And Hibachi | Tampa | FL | 12/2018 | 01/2020 |
| University Of Tampa | Tampa | FL | 08/2019 | 05/2022 |
| Paul R. Wharton High School | Tampa | FL | 08/2015 | 05/2019 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 04/2023 | 02/2024 |
| Florida Financial Advisors Dba Texas Financial Advisors | Austin | TX | 02/2024 | 02/2026 |
| Trinity Wealth Securities, Llc | Austin | TX | 02/2024 | 02/2026 |
| Corda Investment Management | Houston | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-23 |
| S65 | Uniform Investment Adviser Law Examination | 2022-07-13 |
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