Ross Adam Powell

Current Employers

Insight Wealth Partners

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-12-17

TX RA
APPROVED

Since 2020-12-17

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

Organization	City	State	From	To
Insight Wealth Partners, Llc	Plano	TX	12/2020	Present
Kha Accountants, Pllc	Flower Mound	TX	06/2014	10/2020

12/2020 → Present

Insight Wealth Partners, Llc

Plano, TX
06/2014 → 10/2020

Kha Accountants, Pllc

Flower Mound, TX

Other Businesses

1) Mr. Powell is a Certified Public Accountant and Licensed Insurance Agent; investment-related; 1537 Shannon Drive, Lewisville, Texas 75077; may provide tax preparation and accounting services or recommend insurance products; Mr. Powell devotes approximately 10 hrs/month to these outside business activities.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-12-04

S65 Uniform Investment Adviser Law Examination

2020-12-04

Designations

View on SEC IAPD

Current Employers

Insight Wealth Partners

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

Other Investors

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