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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-07 |
| LA | RA | APPROVED | 2019-08-02 |
Branch Locations
333 Texas Street Suite 1260, Shreveport, LA 71101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones Investments | Shreveport | LA | 08/2013 | 08/2019 |
| Raymond James Financial Services, Inc | Shreveport | LA | 08/2019 | Present |
| Raymond James Financial Services Advisors Inc. | Shreveport | LA | 08/2019 | Present |
| Izaac King Financial Inc | Bossier City | LA | 08/2019 | Present |
| Financial Strategies Inc | Bossier City | LA | 03/2021 | Present |
(1) Name of Business: Address: 833 Prospect Street, Shreveport, LA, 71104, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 06/01/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide start up capital. Assist in setting up LLC, S-Corp. Assist with marketing, finance, budgeting. (2) Name of Business: FINANCIAL STRATEGIES INC Address: 2250 Hospital Dr Ste 242, Bossier City, LA, 71111, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/10/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: FINANCIAL ADVISOR-OWNER (3) Name of Business: Izaac King Financial Inc Address: 2250 Hospital Dr Ste 242, Bossier City, LA, 71104, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/02/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor, Financial Planner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-18 |
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