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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-22 |
| MI | RA | APPROVED | 2015-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Ann Arbor | MI | 04/2014 | Present |
| Mml Investors Services, Llc | Ann Arbor | MI | 07/2014 | Present |
NAME: INSIGHT FINANCIAL PARTNERS LLC INV REL: Y ADD: 6386 JACKSON ROAD, ANN ARBOR MI 48103 NATURE: FINANCIAL PLANNING AND ADVISORY BUSINESS THROUGH MMLIS POSITION: PARTNER, FINANCIAL ADVISOR START DATE: 08/01/2023 NO HRS/MO: 40 NO/HRS MO DUR TRADING: 40 DESCRIBE DUTIES: WORK WITH CLIENTS IN THE ANN ARBOR AREA, HELPING THEM PLAN FOR RETIREMENT, ADVISORY INVESTMENT BUSINESS, AND ASSISTANCE WITH INSURANCE PLANNING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-25 |
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