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2603 Camino Ramon Suite 350, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-09 |
| TX | RA | APPROVED | 2026-03-09 |
Branch Locations
2603 Camino Ramon Suite 350, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Houston | TX | 10/2023 | 05/2024 |
| Insight Global Llc. (Contractor With U.S. Bank) | Atlanta | GA | 07/2022 | 10/2023 |
| Gypsum Consulting. Inc | Minneapolis | MN | 12/2021 | 06/2022 |
| Texas A&M University | College Station | TX | 08/2018 | 12/2021 |
| West Texas A&M University | Canyon | TX | 08/2017 | 08/2018 |
| Vandegrift High School | Austin | TX | 08/2013 | 05/2017 |
| Frost Bank | Houston | TX | 06/2024 | 06/2025 |
| Lpl Enterprise Llc | Houston | TX | 09/2025 | 02/2026 |
| Unemployed | Houston | TX | 07/2025 | 07/2025 |
| Insight Wealth Strategies, Llc | San Ramon | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-05 |
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