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3333 Premier Drive Suite 800, Plano, TX 75023 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-15 |
Branch Locations
3333 Premier Drive Suite 800, Plano, TX 75023 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Plano | TX | 09/2005 | 01/2018 |
| Insight Wealth Partners | Plano | TX | 02/2018 | Present |
1) Business Ownership; K G Brown Enterprises, LLC; President; Created for tax purposes only. No activities will be done thru this business; Highland Village, TX 75077; Not Investment Related; April 2017; 0 hours per month; 0 during trading hours. 2) Bishop Dunne Catholic HS Board of Directors - help facilitate the mission created by Bishop Dunne for its students by sharing experiences, expertise, and knowledge. Three-year term, meetings every other month and committee meetings monthly. Monthly committee - Finance Team. Provide financial oversight & advice for Bishop Dunne's operating budget. Spends 1/hr. per month. 0 trade hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-28 |
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