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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-12-03 |
| TX | RA | APPROVED | 2023-05-02 |
| FL | RA | APPROVED | 2022-11-09 |
Branch Locations
3301 Northland Dr Suite 405, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 11/2022 | 08/2024 |
| Unemployed | Tampa | FL | 06/2022 | 10/2022 |
| Domino's | Magnolia | AR | 01/2022 | 05/2022 |
| Full Time Student | Magnolia | AR | 08/2021 | 01/2022 |
| Southern Arkansas | Magnolia | AR | 05/2021 | 07/2021 |
| Full Time Student | Magnolia | AR | 08/2020 | 04/2021 |
| Walmart | Magnolia | AR | 04/2020 | 07/2020 |
| Full Time Student | Magnolia | AR | 08/2019 | 04/2020 |
| Papa John's | Katy | TX | 05/2019 | 07/2019 |
| Full Time Student | Magnolia | AR | 07/2018 | 05/2019 |
| Papa John's | Katy | TX | 02/2016 | 07/2018 |
| Trinity Wealth Securities Llc | Tampa | FL | 06/2023 | 08/2024 |
| Florida Financial Advisors Dba Texas Financial Advisors | Austin | TX | 08/2024 | Present |
| Trinity Wealth Securities, Llc | Austin | TX | 08/2024 | Present |
Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. 3301 Northland Dr, Suite 405, Austin, Texas 78731. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Texas Financial Advisors). Investment-Related. 3301 Northland Dr, Suite 405, Austin, Texas 78731. Nature of Business: Insurance. Position: Independent Contractor. 08/2024. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities LLC. Investment Related. 3301 Northland Dr, Suite 405, Austin, Texas 78731. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 08/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-14 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-18 |
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