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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-05
TX RA APPROVED 2024-03-21
  • FL RA
    APPROVED
    Since 2024-06-05
  • TX RA
    APPROVED
    Since 2024-03-21

Branch Locations

10100 North Central Expressway Suite 380, Dallas, TX 75231 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2024 → Present
    Florida Financial Advisors Dba Texas Financial Advisors
    Dallas, TX
  • 08/2021 → 12/2023
    Movement Mortgage Llc
    Indian Land, SC
  • 05/2020 → 08/2021
    Movement Mortgage Llc
    Indian Land, SC
  • 08/2019 → 05/2020
    Bonefish Grill
    Charlotte, NC
  • 08/2018 → 12/2020
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 08/2013 → 05/2018
    Brunswick County Early College Highschool
    Bolivia, NC
  • 05/2016 → 08/2018
    Wing And Fish Company
    Shallotte, NC
  • 06/2024 → Present
    Trinity Wealth Securities, Llc
    Dallas, TX
Other Businesses

- 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-05-18
S65 Uniform Investment Adviser Law Examination 2024-03-18
  • S63 Uniform Securities Agent State Law Examination
    2024-05-18
  • S65 Uniform Investment Adviser Law Examination
    2024-03-18
Other Names
  • Maddie Fulwood
  • Madeline Fulwood

View on SEC IAPD

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