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Stephen Lee Cramm

Insight Wealth Partners

Plano, TX

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Current Employers
Insight Wealth Partners

3333 Premier Drive Suite 800, Plano, TX 75023 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-09
  • TX RA
    APPROVED
    Since 2024-07-09

Branch Locations

3333 Premier Drive Suite 800, Plano, TX 75023 • 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
Ragnar Events Llc Salt Lake City UT 08/2016 01/2020
Goldman Sachs Dallas TX 01/2020 06/2024
Insight Wealth Partners Plano TX 07/2024 Present
  • 08/2016 → 01/2020
    Ragnar Events Llc
    Salt Lake City, UT
  • 01/2020 → 06/2024
    Goldman Sachs
    Dallas, TX
  • 07/2024 → Present
    Insight Wealth Partners
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-02
  • S65 Uniform Investment Adviser Law Examination
    2024-07-02
Other Names
  • Stephen Cramm

View on SEC IAPD

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