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Curtis Warren

1 Year of Experience
Austin, TX
BrokerSells Insurance

Curtis Warren is a registered investment advisor, based in Austin, TX, with 1 years of industry experience.

Location

3301 Northland Dr, Suite 405, Austin, TX, 78731

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Curtis works full-time as a financial consultant for Florida Financial Advisors (DBA Texas Financial Advisors) since October 2024. He also sells fixed insurance through Florida Financial Insurance and Family First Life, and works for DoorDash, dedicating a few hours per week to each of these activities.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
December 2025 - Present · 5 mos
Florida Financial Advisors, LLC
October 2024 - Present · 1 yr 7 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.