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3333 Premier Drive Suite 800, Plano, TX 75023 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-28 |
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 |
|---|---|---|---|---|
| Kroger | Allen | TX | 09/2015 | 09/2016 |
| Kelly Family Farms | Parker | TX | 11/2016 | 05/2019 |
| Pine Cove Camps | Tyler | TX | 05/2019 | 06/2020 |
| Insight Wealth Partners, Llc | Plano | TX | 06/2020 | 08/2020 |
| Baylor University | Waco | TX | 08/2020 | 05/2021 |
| Guidestone Financial Resources | Dallas | TX | 05/2021 | 08/2021 |
| Baylor University Department Of Finance, Insurance & Real Estate | Waco | TX | 08/2021 | 05/2022 |
| Insight Wealth Partners, Llc | Plano | TX | 06/2022 | 10/2022 |
| Insight Wealth Partners, Llc | Plano | TX | 10/2022 | Present |
| Kansas State University | Manhattan | KS | 07/2022 | 05/2024 |
Independent Life Insurance Agent; Non-Investment Related. 1213 Brush Creek Dr., Richardson, TX 75081. Insurance Agent. Sole Proprietor. 08/2022. 1 HR/Month. 1 HR/Securities Trading HRs. Run quotes for clients as needed and ensure that the application process goes smoothly & review policies to ensure they meet current goals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-28 |
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