Ilo Ai Takamatsu
Investment Adviser Representative at Florida Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ilo Ai Takamatsu is an investment adviser representative with Florida Financial Advisors, LLC in Dallas, TX, where they have been registered since 2026, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 30
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Florida Financial Advisors DBA Texas Financial AdvisorsJun 2026 – no end date reportedDallas, TX
- Cypress Fairbanks Swim ClubMay 2020 – Dec 2021Cypress, TX
- Self-EmployedDec 2021 – May 2023Houston, TX
- Sunsational Swim SchoolApr 2024 – Aug 2024Houston, TX
- JINYA Ramen BarMay 2023 – Aug 2023Cypress, TX
- Dedman Center for Lifetime SportsAug 2023 – Dec 2024Dallas, TX
- Southern Methodist UniversityAug 2023 – May 2026Dallas, TX
- Houston Christian UniversityJan 2023 – May 2023Houston, TX
- Journey Forward MentoringJul 2025 – May 2026Dallas, TX
- HomeschooledAug 2015 – May 2023Houston, TX
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Florida Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 848
- Offices listed on AdvisorFinder:
- 11
- Main office:
- Tampa, FL
- SEC file number:
- 801-127276
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 8, 2026
View full firm profileOther advisors at Florida Financial Advisors, LLC
Showing 12 of 848 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ilo Ai Takamatsu has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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