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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-12 |
| TX | RA | APPROVED | 2026-08-07 |
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 | 08/2026 | Present |
| Oregon State University | Corvallis | OR | 09/2021 | 06/2026 |
| West Senior High School | Iowa City | IA | 08/2017 | 06/2021 |
| Northwest Junior High School | Coralville | IA | 08/2016 | 08/2017 |
o Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. 3600 S Gessner Road, Suite 230, Houston, TX 77063. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2026. 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. 3600 S Gessner Road, Suite 230, Houston, TX 77063. Nature of Business: Insurance. Position: Independent Contractor. 08/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-28 |
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