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9000 East Kings Hwy, Shreveport, LA 71115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2012-04-03 |
| TX | RA | APPROVED | 2012-03-21 |
| LA | RA | APPROVED | 2011-01-31 |
| FL | RA | APPROVED | 2010-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safe Planning, Inc. | Shreveport | LA | 12/1999 | Present |
| Tic-Tac Enterprises, Llc | Shreveport | LA | 11/2017 | Present |
| Sbrainey, Inc. | Shreveport | LA | 08/2001 | Present |
1) I AM THE PRESIDENT OF SAFE PLANNING, INC. A BENEFITS CONSULTING COMPANY AND ALSO SELL INSURANCE PRODUCTS. I BEGAN WORKING AT SAFE PLANNING, INC. IN 1999. I OVERSEE ALL DAY TO DAY ACTIVITIES AS WELL AS MEET WITH CLIENTS AND POTENTIAL CLIENTS. 2) TIC-TAC ENTERPRISES, LLC; NOT INV RELATED; SHREVEPORT, LA; MEMBER/MANAGER-OIL AND GAS PRODUCTION ON FAMILY LAND; START 11/2017; SPENDS LESS THAN 5% IN THIS PRACTICE. 3) SBRAINEY, INC.; NOT INV RELATED; SHREVEPORT, LA; PRESIDENT; CONSULTING; START 08/2001; SPENDS LESS THAN 10% OF TIME IN THIS PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-16 |
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