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10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-05-15 |
Branch Locations
10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
6105 Denton Hwy, Ste 70, Fort Worth, TX 76148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Perimeter Group, Inc. | Fort Worth | TX | 01/2000 | Present |
| Insight Folios | Fort Worth | TX | 05/2015 | Present |
| Huffman Financial | Fort Worth | TX | 09/2011 | Present |
| Captive Nation, Inc. | Fort Worth | TX | 12/2015 | Present |
Captive Nation, Inc. - Investment related - 6105 Denton HWY, Ste 60, Fort Worth, TX 76148 - Captive Insurance manager - Since 12/2015 - 140 hour per month in managing captive insurance companies. The Perimeter Group. - Not Investment Related Perimeter Diabetic Footwear, 6105 Denton Hwy, Ste 70, Fort Worth, TX 76148 Diabetic Footwear Sales - Owner Manager - Since 1/2000 100 hours per month in the activity of selling diabetic footwear.Products of The Perimeter Group, Inc. are not offered to clients of Insight Folios. This activity consumes approximately 10% of his time during trading hours per month. Huffman Financial - Investment Related 6105 Denton Hwy, Ste 70, Fort Worth, TX 76148 Insurance and Annuity Sales - Insurance Producer - Since 9/2011 25 hours per month in the activity of selling insurance products.Clients are in no way required to utilize the services of any representative of Insight Folios in connection with such individual's activities outside of Insight Folios. This activity consumes approximately 1 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-10 |
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