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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-12-10 |
| GA | RA | APPROVED | 2014-10-14 |
Branch Locations
5555 Triangle Parkway Suite 140, Peachtree Corners, GA 30092 • United States
Johns Creek, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Sandy Springs | GA | 10/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Sandy Springs | GA | 10/2014 | Present |
(1)Name of Business: Insight Wealth Advisors LLC Address: 5555 Triangle Parkway, Ste. 140 , Peachtree Corners, GA, 30092, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/10/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President (2)Name of Business: McLaren Wealth Adviors LLC Address: 5555 Triangle Parkway, Ste 140, Peachtree Corners, GA, 30092, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/10/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-14 |
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