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3333 Premier Drive Suite 800, Plano, TX 75023 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-11-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Wealth Partners | Plano | TX | 11/2010 | Present |
1) 3333 Premier Properties, LLC | Managing Member | Plano, TX | Commercial Real Estate Management | Not Investment Related 2) Selling of Insurance Products, Agent, 3333 Premier Drive, Suite 800, Plano, TX 75023 3) Red Arrow Ranch, LLC; Not-Investment Related; 1985 Woodland Drive, Crossroads, TX 76227; Ranching; Owner; March 1, 2023; 20 hours per month, zero hours during securities trading hours; Routine maintenance of 440 acres of recreational family land.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-10 |
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