Isabella R. Hambleton

II TECHNOLOGY

AUSTIN, TX 78735

CRD#: 8174690

Some features on this profile are disabled

Professional summary

Isabella Ray Hambleton is a registered financial advisor currently at II TECHNOLOGY, LLC located in Austin, Texas.

Isabella is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Isabella has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isabella Ray Hambleton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 22, 2025 - Present

II TECHNOLOGY, LLC

Office #1: 8701 W. Highway 71, Suite 201, Austin, TX 78735

RIA

CRD#: 282760

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

II TECHNOLOGY, LLC

CRD#: 282760 / SEC#: 801-135165

RIA

Registered Investment Advisory firm - (2/6/2026 Approved)

Illinois

Registered Investment Advisory firm - (10/31/2019 Terminated)

Texas

Registered Investment Advisory firm - (2/13/2026 Termination Requested)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/12/2025

Uniform Investment Adviser Law Examination

Current Firm

II TECHNOLOGY, LLC

CRD#: 282760 / SEC#: 801-135165

RIA

Registered Investment Advisory firm - (2/6/2026 Approved)

Illinois

Registered Investment Advisory firm - (10/31/2019 Terminated)

Texas

Registered Investment Advisory firm - (2/13/2026 Termination Requested)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8701 W. Highway 71, Suite 201, Austin, TX 78735

Mailing Address

Phone number

(512) 730-1015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

II TECHNOLOGY FORM ADV 2A/2B (12/16/2025)

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 40,693,191

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Jeffrey Weeks

ATX PORTFOLIO ADVISORS, LLC

IAR

AUSTIN, TX

Eric Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

AUSTIN, TX

James Rushing

VOYA FINANCIAL ADVISORS, INC.

IAR

AUSTIN, TX

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Isabella R. Hambleton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isabella Ray Hambleton's CRS (Customer Relationship Summary).

Certified licenses

Experience

II TECHNOLOGY, LLC

Primary Firm SEC Registration

II TECHNOLOGY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/12/2025

Current Firm

II TECHNOLOGY, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

II TECHNOLOGY, LLC

TRUST BUT VERIFY

Similar Advisors