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Wayne (None) Smith

Insight Wealth Partners

Plano, TX

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Current Employers
Insight Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-06-14
  • TX RA
    APPROVED
    Since 2010-06-14

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Insight Wealth Partners, Llc Plano TX 06/2010 Present
  • 06/2010 → Present
    Insight Wealth Partners, Llc
    Plano, TX
Previous Registrations
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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-07-05
  • S63 Uniform Securities Agent State Law Examination
    1994-07-05
Designations
Other Names
  • Wayne Smith

View on SEC IAPD

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