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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-03 |
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 Dba Texas Financial Advisors? | Austin | TX | 04/2026 | Present |
| Contigo Catering | Austin | TX | 04/2023 | Present |
| Mandola's Italian Kitchen | Austin | TX | 03/2022 | Present |
| Ocaso Catering | Austin | TX | 03/2026 | Present |
| Berber Motor Co | Austin | TX | 02/2024 | 11/2025 |
| Lawson Glass | Fischer | TX | 06/2025 | 07/2025 |
| Shippera Llc | Austin | TX | 11/2022 | 03/2023 |
| Doordash | Austin | TX | 10/2021 | 04/2024 |
| Instacart | Lakeway | TX | 05/2022 | 05/2022 |
| Mccoy's Building Supply | Bee Cave | TX | 05/2021 | 03/2022 |
| Texas State University | San Marcos | TX | 08/2022 | Present |
| Lake Travis High School | Austin | TX | 08/2018 | 05/2022 |
| Unemployed | Austin | TX | 06/2018 | 07/2018 |
| Lake Travis Middle School | Spicewood | TX | 08/2015 | 05/2018 |
o 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: 04/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o 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. 04/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales o Contigo Catering. Non-Investment-Related. 3709 Promontory Point Dr Austin, TX 78744 United States. Nature of Business: Event catering services. Position: Independent Contractor/Catering Server. 04/2023. 20 hours per month. 10 hours per month during trading hours. Duties: Coordinated setup and breakdown for catered events; assisted with logistics, inventory handling, and on-site service operations. o Ocaso Catering. Non-Investment-Related. 3709 Promontory Point Dr Austin, TX 78744 United States. Nature of Business: Event catering services. Position: Independent Contractor/Catering Server. 03/2026. 10 hours per month. 0 hours per month during trading hours. Duties: Supported event operations, customer service, and on-site service operations. o Mandola's Italian Kitchen. Non-Investment-Related. 5508 W Highway 290, Ste 204 Austin, TX 78735 United States. Nature of Business: Restaurant and event catering services. Position: Catering Server. 03/2022. 15 hours per month. 5 hours per month during trading hours. Duties: Supported event and restaurant operations, customer service, point-of-sale activities, and on-site service operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-27 |
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