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3333 Premier Drive Suite 800, Plano, TX 75023 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-22 |
Branch Locations
3333 Premier Drive Suite 800, Plano, TX 75023 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Plano | TX | 06/2022 | 11/2023 |
| Self-Employed | Wylie | TX | 12/2021 | 01/2022 |
| Self-Employed | Wylie | TX | 05/2021 | 08/2021 |
| Self-Employed | Wylie | TX | 12/2020 | 01/2021 |
| Hollister Co. | Garland | TX | 06/2018 | 08/2018 |
| Papa John's | Wylie | TX | 05/2019 | 08/2019 |
| Papa John's | Wylie | TX | 03/2020 | 08/2020 |
| United Athlete Sports Agency | Arkadelphia | AR | 02/2021 | 04/2021 |
| United Athlete Sports Agency | Wylie | TX | 06/2021 | 08/2021 |
| Wylie High School | Wylie | TX | 08/2014 | 06/2018 |
| Ouachita Baptist University | Arkadelphia | AR | 08/2018 | 05/2022 |
| Papa John's | Wylie | TX | 12/2019 | 01/2020 |
| Western & Southern Open | Mason | OH | 08/2021 | 08/2021 |
| Insight Wealth Partners | Plano | TX | 11/2023 | 03/2024 |
| Insight Wealth Partners | Plano | TX | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-26 |
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