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Chase Estrada

Trinity Portfolio Advisors, LLC

Southlake, TX

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Current Employers
Trinity Portfolio Advisors, Llc

121 Countryside Court Suite 140, Southlake, TX 76092 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-12
  • TX RA
    APPROVED
    Since 2025-03-12

Branch Locations

121 Countryside Court Suite 140, Southlake, TX 76092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bluecrest Financial Alliances Dallas TX 06/2022 07/2022
Door Dash San Francisco CA 03/2022 06/2022
Panda Express Fayetteville AR 01/2022 03/2022
Door Dash San Francisco CA 08/2021 01/2022
Fidelity Investments Dallas TX 06/2021 08/2021
All-Out Concrete Argyle TX 07/2020 01/2021
Arcis Golf Grapevine TX 06/2020 10/2020
Charles Schwab Co., Inc. Westlake TX 02/2023 03/2024
Stanley's General Stores Matagorda TX 08/2022 02/2023
Robson Ranch Denton TX 06/2019 05/2021
Jpmorgan Chase Bank, N.A. Mckinney TX 05/2024 12/2024
J.P. Morgan Securities Llc Mckinney TX 05/2024 12/2024
Unemployed Denton TX 05/2014 05/2019
Unemployed Northlake TX 04/2024 04/2024
Trinity Portfolio Advisors, Llc Southlake TX 01/2025 Present
  • 06/2022 → 07/2022
    Bluecrest Financial Alliances
    Dallas, TX
  • 03/2022 → 06/2022
    Door Dash
    San Francisco, CA
  • 01/2022 → 03/2022
    Panda Express
    Fayetteville, AR
  • 08/2021 → 01/2022
    Door Dash
    San Francisco, CA
  • 06/2021 → 08/2021
    Fidelity Investments
    Dallas, TX
  • 07/2020 → 01/2021
    All-Out Concrete
    Argyle, TX
  • 06/2020 → 10/2020
    Arcis Golf
    Grapevine, TX
  • 02/2023 → 03/2024
    Charles Schwab Co., Inc.
    Westlake, TX
  • 08/2022 → 02/2023
    Stanley's General Stores
    Matagorda, TX
  • 06/2019 → 05/2021
    Robson Ranch
    Denton, TX
  • 05/2024 → 12/2024
    Jpmorgan Chase Bank, N.A.
    Mckinney, TX
  • 05/2024 → 12/2024
    J.P. Morgan Securities Llc
    Mckinney, TX
  • 05/2014 → 05/2019
    Unemployed
    Denton, TX
  • 04/2024 → 04/2024
    Unemployed
    Northlake, TX
  • 01/2025 → Present
    Trinity Portfolio Advisors, Llc
    Southlake, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-11
S63 Uniform Securities Agent State Law Examination 2023-06-22
  • S65 Uniform Investment Adviser Law Examination
    2025-03-11
  • S63 Uniform Securities Agent State Law Examination
    2023-06-22
Other Names
  • Chase Aaron Estrada

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Southlake, TX
DOUBLE EAGLE CAPITAL MANAGEMENT LP · SOUTHLAKE, TX
PLANGUIDE FINANCIAL · SOUTHLAKE, TX
RIDGEWOOD WEALTH MANAGEMENT LLC · SOUTHLAKE, TX
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT II LLC · SOUTHLAKE, TX
TABERNACLE EQUITY MANAGEMENT LLC · SOUTHLAKE, TX

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