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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-16 |
| FL | RA | APPROVED | 2024-05-30 |
| VA | RA | APPROVED | 2023-08-14 |
Branch Locations
3301 Northland Drive 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 Tristate Financial Advisors | Arlington | VA | 07/2023 | 07/2025 |
| Hg Engineering Llc | New Orleans | LA | 01/2022 | 05/2023 |
| Main Squeeze Juice Co. | New Orleans | LA | 08/2020 | 12/2021 |
| New York University | New York | NY | 07/2019 | 05/2023 |
| St. Martin's Episcopal School | Metairie | LA | 07/2013 | 05/2019 |
| Trinity Wealth Securities, Llc | Dc | DC | 08/2023 | 07/2025 |
| Florida Financial Advisors | Fort Lauderdale | FL | 07/2025 | 01/2026 |
| Trinity Wealth Securities, Llc | Fort Lauderdale | FL | 07/2025 | 01/2026 |
| Florida Financial Advisors Dba Texas Financial Advisors | Austin | TX | 01/2026 | Present |
| Trinity Wealth Securities, Llc | Austin | TX | 01/2026 | Present |
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: 01/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 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. 01/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 3301 Northland Dr, Suite 405, Austin, Texas 78731. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 01/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-05 |
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