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Timothy Justin Raftis

Insight Wealth Strategies, LLC

San Ramon, CA

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Current Employers
Insight Wealth Strategies, Llc

2603 Camino Ramon Suite 350, San Ramon, CA 94583 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-16
  • CA RA
    APPROVED
    Since 2025-12-16

Branch Locations

2603 Camino Ramon Suite 350, San Ramon, CA 94583 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 06/2015 12/2016
Bank Of America, N.A. San Francisco CA 06/2015 12/2016
B|O|S San Francisco CA 03/2017 02/2021
Unemployed San Francisco CA 12/2016 03/2017
Insight Wealth Strategies, Llc San Ramon CA 06/2021 Present
Unemployed San Ramon CA 02/2021 06/2021
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-11-17
S63 Uniform Securities Agent State Law Examination 1992-02-07
  • S65 Uniform Investment Adviser Law Examination
    1992-11-17
  • S63 Uniform Securities Agent State Law Examination
    1992-02-07
Designations
Other Names
  • Timothy J Raftis

View on SEC IAPD

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