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Current Employers
Insight Wealth Management Llc

7860 Peters Rd F-109, Plantation, FL 33324 • United States

Current Registrations

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

Branch Locations

7860 Peters Rd F-109, Plantation, FL 33324 • 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
Tracfone Wireless Miami FL 08/2002 06/2023
Insight Accounting Practice Inforporated Plantation FL 09/2023 Present
  • 08/2002 → 06/2023
    Tracfone Wireless
    Miami, FL
  • 09/2023 → Present
    Insight Accounting Practice Inforporated
    Plantation, FL
Other Businesses

Insight Accounting Practice Incorporated Not Investment-related 7860 Peters Rd F-109 Plantation, FL 33324 Tax returns and accounting President 80 hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-10
  • S65 Uniform Investment Adviser Law Examination
    2025-10-10

View on SEC IAPD

Other Firms

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