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Cole Edward Durkin

Insight Wealth Strategies, LLC

San Ramon, CA

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Current Employers
Insight Wealth Strategies, Llc

2603 Camino Ramon Suite 350, San Ramon, CA 94583 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-04-27
  • CA RA
    APPROVED
    Since 2018-04-27

Branch Locations

2603 Camino Ramon Suite 350, San Ramon, CA 94583 • 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
Lincoln Financial Advisors Corporation Houston TX 02/2016 04/2018
Insight Wealth Strategies Houston TX 04/2018 03/2020
Insight Wealth Strategies Houston TX 03/2020 Present
  • 02/2016 → 04/2018
    Lincoln Financial Advisors Corporation
    Houston, TX
  • 04/2018 → 03/2020
    Insight Wealth Strategies
    Houston, TX
  • 03/2020 → Present
    Insight Wealth Strategies
    Houston, TX
Previous Registrations
  • 2016-05-16 → 2018-05-09
    Osaic Fa, Inc.
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-12
  • S66 Uniform Combined State Law Examination
    2016-05-12
Designations

View on SEC IAPD

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