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Andre Luiz Miranda Paiva

Insight Wealth Strategies, LLC

San Ramon, CA

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Current Employers
Insight Wealth Strategies, Llc

2603 Camino Ramon Suite 350, San Ramon, CA 94583 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-10-24
  • CA RA
    APPROVED
    Since 2018-10-24

Branch Locations

2603 Camino Ramon Suite 350, San Ramon, CA 94583 • 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
Ameriprise Financial Services, Inc. Pleasanton CA 08/2013 02/2017
Jpmorgan Chase Bank Oakland CA 03/2017 10/2018
Jp Morgan Securities Llc Oakland CA 03/2017 10/2018
Insight Wealth Strategies, Llc San Ramon CA 10/2018 Present
Mutual Securities, Inc. Camarillo CA 07/2018 06/2020
  • 08/2013 → 02/2017
    Ameriprise Financial Services, Inc.
    Pleasanton, CA
  • 03/2017 → 10/2018
    Jpmorgan Chase Bank
    Oakland, CA
  • 03/2017 → 10/2018
    Jp Morgan Securities Llc
    Oakland, CA
  • 10/2018 → Present
    Insight Wealth Strategies, Llc
    San Ramon, CA
  • 07/2018 → 06/2020
    Mutual Securities, Inc.
    Camarillo, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-26
  • S66 Uniform Combined State Law Examination
    2017-01-26
Other Names
  • Andre Luiz Miranda De Paiva
  • Andre Paiva
  • Andre Luis M Paiva
  • Andre Luis Paiva
  • Andreluis M Paiva

View on SEC IAPD

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