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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-05 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
10100 North Central Expressway Suite 380, Dallas, TX 75231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Texas Financial Advisors | Dallas | TX | 03/2024 | Present |
| Movement Mortgage Llc | Indian Land | SC | 08/2021 | 12/2023 |
| Movement Mortgage Llc | Indian Land | SC | 05/2020 | 08/2021 |
| Bonefish Grill | Charlotte | NC | 08/2019 | 05/2020 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2018 | 12/2020 |
| Brunswick County Early College Highschool | Bolivia | NC | 08/2013 | 05/2018 |
| Wing And Fish Company | Shallotte | NC | 05/2016 | 08/2018 |
| Trinity Wealth Securities, Llc | Dallas | TX | 06/2024 | Present |
- Florida Financial Advisors DBA Texas Financial Advisors. Investment Related. 10100 N Central Expressway, Suite 380, Dallas, TX 75231. Nature of Business: RIA. Position: Financial Consultant. Start Date: 3/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. - Florida Financial Insurance DBA Texas Financial Advisors. Not Investment Related. 10100 N Central Expressway, Suite 380, Dallas, TX 75231. Fixed Insurance Sales. 3/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. oTrinity Wealth Securities, LLC. Investment Related. 10100 N Central Expressway, Suite 380, Dallas, TX 75231. Nature of Business: Securities Sales. Position: Securities Sales. Start Date: 06/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-18 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-18 |
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