Isabelle Ann Alexander

Current Employers

Employment History

• 06/2015 → Present
  Dudum Financial & Insurance Services Inc
  Lafayette, CA
• 05/2016 → 11/2016
  Signator Investors, Inc.
  Lafayette, CA
• 10/2016 → Present
  Kestra Investment Services, Llc
  Lafayette, CA
• 10/2016 → Present
  Kestra Advisory Services, Llc
  Lafayette, CA

Previous Registrations

• 2016-08-10 → 2016-12-09
  Signator Investors, Inc.
  Lafayette, CA

Other Businesses

Name: Dudum Financial & Insurance Services Inc. Investment Related: Yes Address: 3505 Mt Diablo Blvd Lafayette CA 94549 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position: Investment Advisor Representative Start Date: 6/1/2015 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 61% - 70% (85 - 98 hours) Duties: Registered representative with Kestra Investments Services Life Insurance. Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position: Investment Advisor Representative Start Date: 11/9/2016 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 51% - 60% (71 - 84 hours) Duties: We make recommendations involving advisory related business. Currently we use Envestment, Loring Ward, and SEI business. Name: Michael & Isabelle Alexander Investment Related: No Address: 1332 Sherwood Dr Concord CA 94521 Nature of Business: Real Estate Position: Landlord with my husband, strictly on the passive side as we have a relator and property manager. Start Date: 3/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: search for properties with relator hire property manager to find tenant, collect repair, and do repairs. Name: 1925 FINANCIAL INC. DBA DUDUM FINANCIAL & INSURANCE POSITION: Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 91 START DATE: 06/01/2015 ADDRESS: 3505 Mt Diablo Blvd, Lafayette CA 94549 DESCRIPTION: Registered representative with Kestra Investments Services Life Insurance. Name: BIG PICTURE WEALTH, LLC POSITION: Owner, Sales Person NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 01/01/2025 ADDRESS: 1415 Inglewood Drive, Cookeville TN 38501, United States DESCRIPTION: Owner of company. Sales person for insurance. Income derived from personal clients will go into this LLC. (not clients for Dudum Financial). Name: 1925 FINANCIAL INC. POSITION: Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 91 START DATE: 06/01/2015 ADDRESS: 3505 Mt Diablo Blvd, Lafayette CA 94549, United States DESCRIPTION: Registered representative with Kestra Investments Services Life Insurance. Name: ISABELLE A ALEXANDER POSITION: President, Director NATURE: Tax Entity INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/20/2026 ADDRESS: 1415 Inglewood Drive, cookeville TN 38501, United States DESCRIPTION: This is the tax entity that flows all revenue from my work at 1925 financial.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-26

Designations

Other Names

• Isabelle Ann Hicks