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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-31 |
| MI | RA | APPROVED | 2020-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Ann Arbor | MI | 01/2020 | Present |
| Mml Investors Services | Ann Arbor | MI | 01/2020 | Present |
| Lear Corporation | Southfield | MI | 01/2017 | 03/2020 |
| Diageo | Plainfield | IL | 06/2015 | 12/2016 |
NAME: INSIGHT FINANCIAL PARTNERS LLC INV REL: Y ADD: 6386 JACKSON ROAD, ANN ARBOR, MI 48103 NATURE: FINANCIAL PLANNING AND ADVISORY BUSINESS THROUGH MMLIS POSITION: PARTNER, FINANCIAL ADVISOR START DATE: 08/01/2023 NO HRS/MO: 40 NO/HRS MO DUR TRADING: 40 DESCRIBE DUTIES: WORK WITH CLIENTS IN THE ANN ARBOR AREA, HELPING THEM PLAN FOR RETIREMENT, ADVISORY INVESTMENT BUSINESS, AND ASSISTANCE WITH INSURANCE PLANNING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-02 |
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