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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-17 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Texas Financial Advisors | Austin | TX | 06/2024 | 01/2026 |
| Credit Union Student Choice | San Antonio | TX | 06/2023 | 08/2023 |
| Texas A&M University | College Station | TX | 08/2020 | 05/2024 |
| San Antonio Country Club | San Antonio | TX | 05/2021 | 08/2021 |
| Alamo Heights High School | San Antonio | TX | 08/2016 | 06/2020 |
| Trinity Wealth Securities, Llc | Austin | TX | 07/2025 | 01/2026 |
| Kestra Investment Services, Llc | Austin | TX | 06/2026 | Present |
| Kestra Advisory Services, Llc | Austin | TX | 06/2026 | Present |
| N/A | Austin | TX | 01/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-11 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-15 |
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