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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-04-07 |
Branch Locations
5555 Triangle Parkway Suite 140, Peachtree Corners, GA 30092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Peachtree Corners | GA | 04/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Peachtree Corners | GA | 04/2014 | Present |
(1)Name of Business: Insight Wealth Advisors Address: 5555 Triangle Pkwy Ste 140, Peachtree Corners, GA, 30092-2597, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1980-05-16 |
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