DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Florida Financial Advisors, LLC
Latest filing Sep 8, 2026
First filing on the tape Jan 3, 2023 · 21 filings
SEC status approved since Feb 3, 2023
RAUM
$456M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$456M individuals and HNW
Advisors
844
registered through the firm on IAPD
RAUM per advisor
$540,442
derived; firm RAUM over IAPD count
Employees
667
667 advisory (5.B.1)
Offices
20
beyond the principal office
Private funds
0
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$456M as of Aug 6, 2026
Mar 31, 2023$94.8M then
HNW client RAUM$41.6M as of Aug 6, 2026
Mar 31, 2023$6.0M then
State-registered IARs (5.B.3)667 as of Aug 6, 2026
Mar 31, 2023169 then
Employees (5.A)667 as of Aug 6, 2026
Mar 31, 2023170 then
Private funds: no history
RAUM n/a over the last fiscal year+69% a year over three
Practice profile
derived from the filing of Sep 8, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $545,614derivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 4derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.4MderivedHNW RAUM over HNW clients
- Average account
- $106,201derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 39.8derived21 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Financial planning clients
- 10,000reportedItem 5.H
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$414M91%
- High-net-worth individuals$41.6M9.1%
- Individual clients
- 2,975reported
- HNW clients
- 30reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 4,295reported
- Financial planning clients
- 10,000reported
- Wrap fee programs
- $0 sponsored, $456M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=408.0derived
Advisors registered through the firm
852 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jason Kurt Mickool | Tampa, Fl | Aug 4, 2017 | 31 y | 4 |
| Thomas Nickerson | Jacksonville, Fl | Jan 2, 2019 | 11 y | 0 |
| Alexander Montgomery Stak | Orlando, Fl | Apr 12, 2019 | 12 y | 0 |
| Ryan Patrick Smith | Charlotte, Nc | Aug 7, 2019 | 11 y | 0 |
| Zachary Jaret | Miami Lakes, Fl | Sep 13, 2019 | 13 y | 0 |
| Daniel A Raps-Huffman | Atlanta, Ga | Sep 13, 2019 | 12 y | 0 |
| Sydney Richardson | Tampa, Fl | Nov 26, 2019 | 17 y | 0 |
| Gino Attilio Lavorgna | Tampa, Fl | Jun 16, 2020 | 10 y | 0 |
| Eric Scarlett | Orlando, Fl | Aug 19, 2020 | 10 y | 0 |
| H Austin James Olbekson | Tampa, Fl | Aug 31, 2020 | 10 y | 0 |
| Eric Wolstenholme | Philadelphia, Pa | Sep 17, 2020 | 10 y | 0 |
| Amberly Rebecca Postell | Atlanta, Ga | Oct 5, 2020 | 10 y | 0 |
| John Buchanan Gangloff | Sarasota, Fl | Oct 20, 2020 | 11 y | 0 |
| Jacob Edward Buser | Tampa, Fl | Nov 4, 2020 | 10 y | 0 |
| Nathan D Leedy | Naples, Fl | Nov 6, 2020 | 13 y | 0 |
| Keegan Cole Corey | Tampa, Fl | Nov 10, 2020 | 10 y | 0 |
| Matthew Joseph Falt | Dallas, Tx | Nov 19, 2020 | 10 y | 0 |
| Parker Davis Long | Orlando, Fl | Feb 18, 2021 | 10 y | 0 |
| Dillon George Donechie | Raleigh, Nc | Jun 29, 2021 | 10 y | 0 |
| Mark Midkiff | Winter Park, Fl | Jun 29, 2021 | 12 y | 0 |
| Jacquelyn Marie Thorsen | Jacksonville, Fl | Jul 27, 2021 | 13 y | 0 |
| Cameron Ritchey | Orlando, Fl | Aug 4, 2021 | 11 y | 0 |
| Reece Charles Ellison | Miami Lakes, Fl | Aug 9, 2021 | 13 y | 0 |
| Maxwell Hadlock | Tempe, Az | Aug 23, 2021 | 10 y | 0 |
| Preston Foster Woolf | Maitland, Fl | Aug 25, 2021 | 13 y | 0 |
| John Taylor Edie | Atlanta, Ga | Aug 25, 2021 | 10 y | 0 |
| John Andrew Scriffiny | Vienna, Va | Aug 30, 2021 | 11 y | 0 |
| Macguire James Killian | Philadelphia, Pa | Sep 14, 2021 | 13 y | 0 |
| Isaiah Fisher Riddle | Jacksonville, Fl | Sep 20, 2021 | 10 y | 0 |
| Colin Patrick Mccollough | Philadelphia, Pa | Oct 6, 2021 | 13 y | 0 |
| William Kleinert | West Allis, Wi | Oct 7, 2021 | 10 y | 0 |
| Preston David Hoff | Las Vegas, Nv | Oct 27, 2021 | 13 y | 0 |
| Alex Aguirre | Houston, Tx | Nov 9, 2021 | 13 y | 0 |
| Mordechai Tzvi Dubrowski | Tampa, Fl | Nov 9, 2021 | 14 y | 0 |
| James Christopher Sowell | Melbourne, Fl | Nov 9, 2021 | 30 y | 0 |
| Samyam Dhungel | Chicago, Il | Nov 17, 2021 | 21 y | 0 |
| Konstantino Anthony Kourounis | Maitland, Fl | Dec 9, 2021 | 10 y | 0 |
| Jacqueline Gailey | Atlanta, Ga | Jan 12, 2022 | 13 y | 0 |
| Jocelyn Sullivan | Winter Park, Fl | Jan 12, 2022 | 10 y | 0 |
| James Carlson | Ft Lauderdale, Fl | Feb 9, 2022 | 13 y | 0 |
Advisor movement
120 left, 13 joined in 12 months
net -107 in 12 months21 left in 90 days3 joined in 90 daysdeparture rate 14% of current headcount309 left over 36 months
Left, latest
- David Eric Globke to Lat Wealth Financial AdvisorsSep 15, 2026 · Affiliated broker-dealer or bank to a state-registered adviser
- Stephen Andrew Leggett to Advisory Services NetworkSep 15, 2026 · Affiliated broker-dealer or bank to independent RIA
- Colin Hopkins to LPL Enterprise, LLCSep 3, 2026 · Affiliated broker-dealer or bank to another
- Colton Stanton Green to LPL Financial LLCSep 1, 2026 · Affiliated broker-dealer or bank to another
- Nicholas Reed Fullerton to LPL Financial LLCSep 1, 2026 · Affiliated broker-dealer or bank to another
- Carlos Esquivia-Cruz to LPL Financial LLCSep 1, 2026 · Affiliated broker-dealer or bank to another
- Dakota Dane Colonese to LPL Financial LLCSep 1, 2026 · Affiliated broker-dealer or bank to another
- Dylen D'Aurora to LPL Financial LLCSep 1, 2026 · Affiliated broker-dealer or bank to another
- Emmanuel Abednego Rivers to Advisory Services NetworkAug 27, 2026 · Affiliated broker-dealer or bank to independent RIA
- Jackson Hulgan to Advisory Services NetworkAug 27, 2026 · Affiliated broker-dealer or bank to independent RIA
- Waley Zhao to J.P. Morgan Securities LLCAug 18, 2026 · Affiliated broker-dealer or bank to wirehouse
- Connor Michael Crayne to Modera Wealth Management, LLCAug 13, 2026 · Affiliated broker-dealer or bank to independent RIA
- Sebastien Thomas Gilles to Van Clemens Wealth Management, LLCJul 30, 2026 · Affiliated broker-dealer or bank to independent RIA
- Wesley Chatam Winston to LPL Financial LLCJul 23, 2026 · Affiliated broker-dealer or bank to another
- Robert Spadetti to Raymond James & Associates, Inc.Jul 21, 2026 · Affiliated broker-dealer or bank to another
Joined, latest
- Jennie Davis from Strategic Advisers LLCSep 14, 2026 · Affiliated broker-dealer or bank to another
- Evan Joseph Francis from Td Ameritrade Investment Management, LLCAug 26, 2026 · Other
- Ryan Albert Rudolph Kern from The Millstone Evans Group, LLCJul 14, 2026 · RIA to affiliated broker-dealer or bank
- Mason Edward Mccormack from LPL Enterprise, LLCJun 1, 2026 · Affiliated broker-dealer or bank to another
- Nicholas Joseph Ventura from Catalyst Wealth Management LLCMay 21, 2026 · RIA to affiliated broker-dealer or bank
- Corey Menter from Citigroup Global Markets Inc.May 11, 2026 · Affiliated broker-dealer or bank to another
- Luke Scriffiny from Strategic Advisers LLCMar 17, 2026 · Affiliated broker-dealer or bank to another
- Elijah J Black from J. W. Cole Advisors, Inc.Feb 13, 2026 · Affiliated broker-dealer or bank to another
- Garrett Ian Fisher from Fisher InvestmentsFeb 9, 2026 · RIA to affiliated broker-dealer or bank
- Sebastian Castano from Morgan StanleyJan 16, 2026 · Wirehouse to affiliated broker-dealer or bank
- Michael Jon Oconnell from Pfg Private Wealth Management, LLCJan 5, 2026 · RIA to affiliated broker-dealer or bank
- Bridges Steven Coffey from Brookstone Wealth Advisors, LLCNov 26, 2025 · Other
- Martin Adolfo Montana from MML Investors Services, LLCSep 18, 2025 · Affiliated broker-dealer or bank to another
- Dylan Himmel from Wells Fargo AdvisorsSep 11, 2025 · Wirehouse to affiliated broker-dealer or bank
- Andrew Dewitt Bateman from Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 17, 2025 · Wirehouse to affiliated broker-dealer or bank
Teams: two or more advisors moving together within fourteen days, from one state
- 4 left for LPL Financial LLCSep 1, 2026 · Jacksonville, Fl
- 2 left for Advisory Services NetworkAug 27, 2026 · Tampa, Fl
- 2 left for Ameriprise Financial Services, LLCApr 30, 2026 · Miami Lakes, Fl
- 4 left for Fisher InvestmentsMar 31, 2026 · Orlando, Fl
- 2 left for Fisher InvestmentsMar 12, 2026 · Tampa, Fl
- 3 left for Empower Advisory Group, LLCMar 12, 2026 · Tampa, Fl
- 2 left for Morgan StanleyJan 21, 2026 · Orlando, Fl
- 2 left for Vanguard Advisers, Inc.Jan 13, 2026 · Philadelphia, Pa
- 2 joined from Mcadam LLCApr 24, 2017 · Radnor, Pa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Kurt Jason Mickool · President, Ceo And Chief Compliance Officercontrolsince 01/2017 · owns less than 5%
- Kurt Jason Mickool · President/Secretarycontrolsince 06/2022 · owns 75% or more of Mickool Enterprises Two, Inc.
Entity owners
- Florida-Trinity Holdco, LLC · Memberdirect · owns 75% or more
- Accelerate Buyer, LLC · Sole Memberindirect · owns 75% or more of Amerilife Holdings LLC
- Accelerate Intermediate Holdings 1, LLC · Memberindirect · owns 75% or more of Accelerate Buyer, LLC
- Accelerate Intermediate Holdings 2, LLC · Memberindirect · owns 75% or more of Accelerate Intermediate Holdings 1, LLC
- Accelerate Topco Holdings, LLC · Memberindirect · owns 75% or more of Accelerate Intermediate Holdings 2, LLC
- Al Marketing, LLC · Memberindirect · owns 50% to 75% of Florida-Trinity Holdco, LLC
- Amerilife Blocker Holdings, LLC · Memberindirect · owns 25% to 50% of Accelerate Topco Holdings, LLC
- Amerilife Group, LLC · Memberindirect · owns 75% or more of Al Marketing, LLC
- Amerilife Holdings LLC · Memberindirect · owns 75% or more of Amerilife Midco LLC
- Amerilife Midco LLC · Memberindirect · owns 75% or more of Amerilife Group, LLC
- Gc Propel Aggregator Gp, LLC · General Partnerindirect · owns F of Gc Propel Aggregator, L.P.
- Gc Propel Aggregator, L.P. · Shareholderindirect · owns 75% or more of Gc Propel Holdings, Inc.
- Gc Propel Aggregator, L.P. · Memberindirect · owns 25% to 50% of Amerilife Blocker Holdings, LLC
- Gc Propel Holdings, Inc. · Memberindirect · owns 25% to 50% of Accelerate Topco Holdings, LLC
- Genstar Capital Partners X, L.P · Memberindirect · owns 75% or more of Gc Propel Aggregator Gp, LLC
- Genstar Capital Partners X, L.P. · Limited Partnerindirect · owns 50% to 75% of Gc Propel Aggregator, L.P.
- Genstar Capital X, L.P. · Limited Partnerindirect · owns 75% or more of Genstar Capital Partners X, L.P.
- Genstar X Gp LLC · General Partnerindirect · owns F of Genstar Capital X, L.P.
- Icg Holiday Partners I LP · Limited Partnerindirect · owns 75% or more of Thl Al Blocked Buyer Feeder, L.P.
- Mickool Enterprises Two, Inc. · Memberindirect · owns 25% to 50% of Florida-Trinity Holdco, LLC
Related persons
Schedule D 7.A
- Trinity Wealth Securities, L.L.C.broker-dealerreal estaten
Advisers that list Florida Financial Advisors, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Tampa, Fl · principal | 76 | 32 | 22 | 4 | |
| Jacksonville, Fl | 71 | 24 | 9 | 1 | |
| Atlanta, Ga | 63 | 22 | 14 | ||
| Philadelphia, Pa | 60 | 25 | 9 | 1 | |
| Vienna, Va | 55 | 26 | 6 | ||
| Miami Lakes, Fl | 47 | 18 | 6 | 1 | |
| Charlotte, Nc | 46 | 23 | 10 | 1 | |
| Dallas, Tx | 43 | 27 | 4 | ||
| Nashville, Tn | 37 | 19 | 6 | ||
| Tempe, Az | 35 | 25 | 3 | ||
| Orlando, Fl | 31 | 13 | 9 | 3 | |
| Las Vegas, Nv | 28 | 22 | 0 | ||
| Cranston, Ri | 25 | 22 | 1 | ||
| North Charleston, Sc | 24 | 9 | 1 | ||
| Austin, Tx | 22 | 9 | 9 | ||
| Sarasota, Fl | 21 | 16 | 1 | ||
| Greenwood Village, Co | 18 | 16 | 0 | ||
| Wilmington, De | 18 | 14 | 0 | ||
| Houston, Tx | 16 | 11 | 2 | ||
| Savannah, Ga | 13 | 7 | 3 |
Offices
Schedule D 1.F, the 25 largest
- Tampa, FL64 employees
- Jacksonville, FL42 employees
- Philadelphia, PA34 employees
- Orlando, FL32 employees
- Atlanta, GA31 employees
- Coral Gables, FL29 employees
- Charlotte, NC27 employees
- Nashville, TN13 employees
- Vienna, VA8 employees
- St. Petersburg, FL3 employees
What changed
consecutive filings, newest first
- Financial planning clients · More than 500 to More than 500Aug 6, 2026 to Sep 8, 2026
- Succession · false to unsetAug 6, 2026 to Sep 8, 2026
- Accounts · 1,769 to 4,295Feb 27, 2026 to Mar 31, 2026
- Advisory employees · 457 to 667Feb 27, 2026 to Mar 31, 2026
- Advisory activities · 5 to 3Feb 27, 2026 to Mar 31, 2026
- BD registered reps · 275 to 408Feb 27, 2026 to Mar 31, 2026
- HNW clients · 21 to 30Feb 27, 2026 to Mar 31, 2026
- Individual clients · 1,734 to 2,975Feb 27, 2026 to Mar 31, 2026
- Employees · 465 to 667Feb 27, 2026 to Mar 31, 2026
- State-registered IARs · 297 to 667Feb 27, 2026 to Mar 31, 2026
- Discretionary RAUM · $318M to $456MFeb 27, 2026 to Mar 31, 2026
- HNW RAUM · $33.3M to $41.6MFeb 27, 2026 to Mar 31, 2026
- Individual RAUM · $285M to $414MFeb 27, 2026 to Mar 31, 2026
- RAUM · $318M to $456MFeb 27, 2026 to Mar 31, 2026
- Related adviser · true to falseFeb 27, 2026 to Mar 31, 2026
- Wrap assets (manager) · $318M to $456MFeb 27, 2026 to Mar 31, 2026
- Other offices · 21 to 20May 1, 2025 to Aug 28, 2025
- Accounts · 1,371 to 1,769Aug 6, 2024 to May 1, 2025
- Advisory employees · 294 to 457Aug 6, 2024 to May 1, 2025
- BD registered reps · 179 to 275Aug 6, 2024 to May 1, 2025
- HNW clients · 7 to 21Aug 6, 2024 to May 1, 2025
- Individual clients · 1,364 to 1,734Aug 6, 2024 to May 1, 2025
- Employees · 310 to 465Aug 6, 2024 to May 1, 2025
- Financial planning clients · More than 500 to More than 500Aug 6, 2024 to May 1, 2025
- State-registered IARs · 287 to 297Aug 6, 2024 to May 1, 2025
- Other offices · 10 to 21Aug 6, 2024 to May 1, 2025
- Discretionary RAUM · $199M to $318MAug 6, 2024 to May 1, 2025
- HNW RAUM · $8.8M to $33.3MAug 6, 2024 to May 1, 2025
- Individual RAUM · $190M to $285MAug 6, 2024 to May 1, 2025
- RAUM · $199M to $318MAug 6, 2024 to May 1, 2025
- Wrap assets (manager) · $219M to $318MAug 6, 2024 to May 1, 2025
- Accounts · 3,750 to 1,371Feb 14, 2024 to Mar 28, 2024
- Advisory employees · 170 to 294Feb 14, 2024 to Mar 28, 2024
- BD registered reps · 116 to 179Feb 14, 2024 to Mar 28, 2024
- HNW clients · 4 to 7Feb 14, 2024 to Mar 28, 2024
- Individual clients · 3,746 to 1,364Feb 14, 2024 to Mar 28, 2024
- Employees · 170 to 310Feb 14, 2024 to Mar 28, 2024
- State-registered IARs · 169 to 287Feb 14, 2024 to Mar 28, 2024
- Other offices · 7 to 10Feb 14, 2024 to Mar 28, 2024
- Discretionary RAUM · $94.8M to $199MFeb 14, 2024 to Mar 28, 2024
Signals
60 dated events
- Justus Ryan Benson registered as an investment adviser representative at Florida Financial Advisors, LlcSep 16, 2026 · Advisor registered · fact
- Aiden Nicholas Szymanski registered as an investment adviser representative at Florida Financial Advisors, LlcSep 16, 2026 · Advisor registered · fact
- Brian Douglas Anderson added a FL registration at Florida Financial Advisors, LlcSep 16, 2026 · New state registration · fact
- Michael Maximus Hammer added a FL registration at Florida Financial Advisors, LlcSep 16, 2026 · New state registration · fact
- Dylan James Chadwick added a FL registration at Florida Financial Advisors, LlcSep 16, 2026 · New state registration · fact
- Ty Hunter Strawbridge added a FL registration at Florida Financial Advisors, LlcSep 16, 2026 · New state registration · fact
- Bradley James Lukens no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Stephen Andrew Leggett no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Jonathan Firas Barakat no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Edward Andrew Keiner no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Owen Price Hettinger no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Hassan N Khan no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Lauren Danielle Silva no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Keanan Gary Dale Boyce-Gaudreau no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Alec Mitchel Katon no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Luke Nathaniel Perciballi no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Sean Alexander Saccomanno no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Benjamin Wood Allaire no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Katherine Rose Dalton no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Douglas Anthony Madden no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Kieran Matthew Cushen no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Brian Douglas Anderson registered as an investment adviser representative at Florida Financial Advisors, LlcSep 15, 2026 · Advisor registered · fact
- Aidan Nigel Lew registered as an investment adviser representative at Florida Financial Advisors, LlcSep 15, 2026 · Advisor registered · fact
- David Eric Globke left Florida Financial Advisors, LLC for Lat Wealth Financial Advisors (registered 2026-09-09)Sep 15, 2026 · Advisor changed firm · fact
- Brian Douglas Anderson added a TN registration at Florida Financial Advisors, LlcSep 15, 2026 · New state registration · fact
- Stephen Andrew Leggett left Florida Financial Advisors, LLC for Advisory Services Network (registered 2026-09-16)Sep 15, 2026 · Advisor changed firm · fact
- Jennie Davis registered as an investment adviser representative at Florida Financial Advisors, LlcSep 14, 2026 · Advisor registered · fact
- Brian Christopher Petrelli registered as an investment adviser representative at Florida Financial Advisors, LlcSep 14, 2026 · Advisor registered · fact
- Jacob Julian Pelletier registered as an investment adviser representative at Florida Financial Advisors, LlcSep 14, 2026 · Advisor registered · fact
- Michael Maximus Hammer registered as an investment adviser representative at Florida Financial Advisors, LlcSep 14, 2026 · Advisor registered · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 215-667-8182reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 305-677-9099reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 404-689-7031reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/florida-financial-advisorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- texasfa.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (813) 333-1683reportedpublic record, Form ADV, Sep 8, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $540,442derivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026