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SHANE ALEXANDER ISAAC
CRD#: 2737918
IA
B
CAPITAL ANALYSTSCRD#: 162200 8875 Hidden River Parkway - Sute 300
Tampa, FL 33637
Tampa, FL 33637
LINCOLN INVESTMENTCRD#: 519 8875 Hidden River Parkway
Suite 300
Tampa, FL 33637
Suite 300
Tampa, FL 33637
0
Disclosures
28
Years of Experience
View By:
State Registrations
B
California 9/18/2019
B
Minnesota 7/21/2020
B
Colorado 4/26/2016
B
New Jersey 1/3/2022
B
Connecticut 1/5/2021
B
New York 1/5/2021
B
Florida 3/11/2016
B
North Carolina 1/6/2021
IA
Florida 1/9/2017
B
Oregon 5/30/2019
B
Georgia 1/5/2021
B
Pennsylvania 4/7/2017
B
Hawaii 1/5/2021
B
South Carolina 4/26/2016
B
Indiana 1/5/2021
B
Tennessee 7/6/2020
B
Iowa 1/5/2021
B
Texas 1/5/2021
B
Kentucky 1/5/2021
IA
Texas 3/26/2024
B
Louisiana 1/5/2021
B
Utah 1/5/2021
B
Maryland 1/5/2021
B
Virginia 4/26/2016
B
Michigan 1/5/2021
B
Washington 4/26/2016
SRO Registrations
B
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IA
Registered with this firm since 1/19/2017
IA
Registered with this firm since 1/9/2017
B
Registered with this firm since 3/11/2016
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 12/28/2015 - 03/14/2016 | TAMPA, FL | |
B | 09/09/2002 - 12/28/2015 | TAMPA, FL | |
B | 09/01/2000 - 09/11/2002 | SAN DIEGO, CA | |
B | 08/05/1998 - 09/01/2000 | CARMEL, IN | |
B | 04/14/1997 - 08/05/1998 | CARMEL, IN | |
B | 04/29/1996 - 04/14/1997 | CARMEL, IN |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.