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Current Employers
Investment Insight Wealth Management, Llc

Massapequa, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-29
  • NY RA
    APPROVED
    Since 2024-08-29

Branch Locations

Brightwaters, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investment Insight Wealth Management North Massapequa NY 05/2023 Present
Wordagents.cOm Brightwaters NY 06/2014 Present
Investment Insight Wealth Management North Massapequa NY 09/2008 02/2017
  • 05/2023 → Present
    Investment Insight Wealth Management
    North Massapequa, NY
  • 06/2014 → Present
    Wordagents.cOm
    Brightwaters, NY
  • 09/2008 → 02/2017
    Investment Insight Wealth Management
    North Massapequa, NY
Other Businesses

1. New Moon Ventures, LLC; not investment-related; Cook Islands; legal entity for personal asset protection; owner; June 2023; 10 hours per / year; 0 during securities trading hours 2. Clarion Inbound Marketing, LLC; not investment-related; Brightwaters, NY; marketing/consulting services; owner; 2010; 25 hours per year; 0 during securities trading hours; provides marketing consulting services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-29
  • S65 Uniform Investment Adviser Law Examination
    2024-08-29
Other Names
  • Vin D'eLetto

View on SEC IAPD

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