Travis David Carter

Current Employers

Insight Wealth Partners

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2010-06-08

TX RA
APPROVED

Since 2010-06-08

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	06/2010	Present

06/2010 → Present

Insight Wealth Partners, Llc

Plano, TX

Previous Registrations

1994-03-03 → 2010-06-07

Ameriprise Financial Services, Llc

Plano, TX

Plano, TX

Other Businesses

1) 3333 Premier Properties, LLC | Managing Member | Plano, TX | Commercial Real Estate Management | Not Investment Related 2) Selling of Insurance Products, Agent, 3333 Premier Drive, Suite 800, Plano, TX 75023

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-03-02

S63 Uniform Securities Agent State Law Examination

1994-03-02

Designations

Other Names

Travis Davis Carter

View on SEC IAPD

Current Employers

Insight Wealth Partners

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

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