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3333 Premier Drive Suite 800, Plano, TX 75023 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Wealth Partners Llc | Plano | TX | 11/2010 | Present |
1) Ferguson Group, LLC | Partner/CPA | Oak Point, TX | 01/01/2016 - Present | Prepare a small number of tax returns | Not investment related. | Spends approximately 1 hour per year 2) 3333 Premier Properties, LLC | Managing Member | Plano, TX | Commercial Real Estate Management | Not Investment Related 3) Selling of Insurance Products, Agent, 3333 Premier Drive, Suite 800, Plano, TX 75023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-17 |
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