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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-27 |
| TX | RA | APPROVED | 2025-06-25 |
Branch Locations
10100 North Central Expressway Suite 380, Dallas, TX 75231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Texas Financial Advisors | Dallas | TX | 06/2025 | Present |
| Carroll Isd | Southlake | TX | 01/2024 | 05/2025 |
| Healthcare Service Corporation | Richardson | TX | 06/2024 | 08/2024 |
| Project Transformation North Texas | Dallas | TX | 05/2023 | 08/2023 |
| Carroll Isd | Southlake | TX | 10/2017 | 09/2018 |
| Zionsville Community Schools | Zionsville | IN | 08/2016 | 05/2017 |
| Texas Christian University | Fort Worth | TX | 08/2022 | 05/2025 |
| Tarrant County College | Fort Worth | TX | 06/2020 | 07/2022 |
| Carroll Isd | Southlake | TX | 08/2017 | 06/2020 |
| Zionsville Community Schools | Zionsville | TX | 08/2007 | 06/2017 |
o Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. Dallas, TX 75231. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance (DBA Texas Financial Advisors). Not Investment Related. Dallas, TX 75231. Nature of Business: Fixed Insurance Sales. 06/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-04 |
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