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Isaac Lazo

Florida Financial Advisors, LLC

Dallas, TX

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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-14
TX RA APPROVED 2024-11-12
  • FL RA
    APPROVED
    Since 2024-11-14
  • TX RA
    APPROVED
    Since 2024-11-12

Branch Locations

10100 North Central Expressway Suite 380, Dallas, TX 75231 • 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
Florida Financial Advisors Dba Texas Financial Advisors Dallas TX 11/2024 Present
Speaking Rock El Paso TX 07/2024 10/2024
Avanzados Automotive Juarez 06/2020 11/2024
Ysleta High School El Paso TX 08/2017 05/2020
Nimitz Junior High Odessa TX 08/2014 05/2017
Trinity Wealth Securities, Llc Dallas TX 03/2025 Present
  • 11/2024 → Present
    Florida Financial Advisors Dba Texas Financial Advisors
    Dallas, TX
  • 07/2024 → 10/2024
    Speaking Rock
    El Paso, TX
  • 06/2020 → 11/2024
    Avanzados Automotive
    Juarez
  • 08/2017 → 05/2020
    Ysleta High School
    El Paso, TX
  • 08/2014 → 05/2017
    Nimitz Junior High
    Odessa, TX
  • 03/2025 → Present
    Trinity Wealth Securities, Llc
    Dallas, TX
Other Businesses

Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. Dallas, TX 75234. Nature of Business: RIA. Position: Financial Consultant. Start Date: 11/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Texas Financial Advisors). Not Investment Related. Dallas, TX 75234. Nature of Business: Fixed Insurance Sales. Start Date: 11/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Dallas, TX 75234. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 03/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Avanzados Automotive, Not Investment Related. Juarez, Chihuahua 32553. Nature of Business: Automotive. Start Date: 05/2020. Hours per Month: 200 Hours. Duties: Part owner, Purchase Inventory, Automotive work.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-03-21
S65 Uniform Investment Adviser Law Examination 2024-11-04
  • S63 Uniform Securities Agent State Law Examination
    2025-03-21
  • S65 Uniform Investment Adviser Law Examination
    2024-11-04

View on SEC IAPD

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CHESTER ANDERSON
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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

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