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3333 Premier Drive Suite 800, Plano, TX 75023 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-23 |
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 |
|---|---|---|---|---|
| Dallas Baptist University | Dallas | TX | 03/2014 | 05/2017 |
| Insight Wealth Partners, Llc | Plano | TX | 05/2017 | Present |
Selling of Insurance Products, Agent, 3333 Premier Drive, Suite 800, Plano, TX 75023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-11 |
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