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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-28 |
| TX | RA | APPROVED | 2023-12-06 |
| FL | RA | APPROVED | 2023-07-24 |
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 | Jacksonville | FL | 07/2023 | 04/2025 |
| Middleburg High School | Middleburg | FL | 08/2016 | 05/2019 |
| University Of North Florida | Jacksonville | FL | 08/2019 | 12/2022 |
| Unemployed | Middleburg | FL | 01/2023 | 06/2023 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 12/2023 | 04/2025 |
| Florida Financial Advisors Dba Texas Financial Advisors | Houston | TX | 04/2025 | Present |
| Trinity Wealth Securities, Llc | Houston | TX | 04/2025 | Present |
o Florida Financial Advisors DBA Texas Financial Advisors. Investment Related. Houston, TX 77063. Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2025. 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. 04/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales o Trinity Wealth Securities, LLC. Investment Related. Houston, TX 77063. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 04/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-13 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-06 |
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