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Joshua Peek

Insight Tax & Finance LLC

Greenville, SC

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Current Employers
Insight Tax & Finance Llc

88 Villa Road, Greenville, SC 29615 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-01-29
  • SC RA
    APPROVED
    Since 2026-01-29

Branch Locations

88 Villa Road, Greenville, SC 29615 • 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
Insight Tax & Finance Llc Greenville SC 05/2024 Present
Peek Armor Tax Inc Simpsonville SC 07/2017 07/2024
Vanguard Accounting Inc Milwaukie OR 01/2017 10/2020
Provident Funding Portland OR 03/2013 10/2016
Unemployed Oregon City OR 10/2016 01/2017
  • 05/2024 → Present
    Insight Tax & Finance Llc
    Greenville, SC
  • 07/2017 → 07/2024
    Peek Armor Tax Inc
    Simpsonville, SC
  • 01/2017 → 10/2020
    Vanguard Accounting Inc
    Milwaukie, OR
  • 03/2013 → 10/2016
    Provident Funding
    Portland, OR
  • 10/2016 → 01/2017
    Unemployed
    Oregon City, OR
Designations

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
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