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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2025-08-12 |
Branch Locations
3600 S Gessner Road Suite 230, Houston, TX 77063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Texas Financial Advisors | Houston | TX | 08/2025 | Present |
| The University Of Alabama | Tuscaloosa | AL | 09/2021 | 05/2025 |
| The Bear Trap | Tuscaloosa | AL | 05/2022 | 05/2023 |
| Woodforest Country Club | Montgomery | TX | 12/2018 | 07/2021 |
| Lake Creek High School | Montgomery | TX | 08/2018 | 05/2021 |
| The Woodlands 9Th Grade Campus | The Woodlands | TX | 08/2017 | 05/2018 |
| Mccullough Junior High | The Woodlands | TX | 08/2015 | 05/2017 |
| The Friedkin Group | Houston | TX | 05/2024 | 08/2024 |
o Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. Houston, TX 77002. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2025. 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. Houston, TX 77002. Nature of Business: Fixed Insurance Sales. 08/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-05 |
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