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Robert Michael Agorastos

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 2018-04-27
  • CA RA
    APPROVED
    Since 2018-04-27

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
Insight Wealth Strategies, Llc. San Ramon CA 10/2013 Present
Lincoln Financial Advisors Corporation San Ramon CA 10/2013 04/2018
Mutual Securities, Inc. Camarillo CA 04/2018 06/2020
  • 10/2013 → Present
    Insight Wealth Strategies, Llc.
    San Ramon, CA
  • 10/2013 → 04/2018
    Lincoln Financial Advisors Corporation
    San Ramon, CA
  • 04/2018 → 06/2020
    Mutual Securities, Inc.
    Camarillo, CA
Previous Registrations
  • 2014-10-01 → 2018-05-01
    Osaic Fa, Inc.
    San Ramon, CA
    Houston, TX
    Irvine, CA
    Bakersfield, CA
    Houston, TX
    San Ramon, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-29
  • S66 Uniform Combined State Law Examination
    2014-09-29
Designations
Other Names
  • Michael Agorastos

View on SEC IAPD

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