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Advisor at INSIGHT STRATEGIC WEALTH LLC
Brentwood, TN | KNOXVILLE, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INSIGHT STRATEGIC WEALTH LLC | Independent wealth | Aug 12, 2025 | n/a | yes | Brentwood, TN|KNOXVILLE, TN | Current employment |
| KRAFT ASSET MANAGEMENT, LLC | Former SEC adviser | Oct 16, 2023 | Aug 1, 2025 | no | NASHVILLE, TN | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jun 22, 2022 | Sep 29, 2023 | no | Nashville, TN|Atlanta, GA | Previous registration |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Jul 16, 2021 | Jun 16, 2022 | no | Nashville, TN | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Nov 16, 2016 | Nov 3, 2020 | no | MINNEAPOLIS, MN|SAN LUIS OBISPO, CA|MINNEAPOLIS, MN|TARPON SPRINGS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KRAFT ASSET MANAGEMENT, LLC | INSIGHT STRATEGIC WEALTH LLC | Aug 1, 2025 | Aug 12, 2025 | 11 | Firm change | RIA to RIA |
| J.P. MORGAN SECURITIES LLC | KRAFT ASSET MANAGEMENT, LLC | Sep 29, 2023 | Oct 16, 2023 | 17 | Firm change | Wirehouse to RIA |
| U.S. BANCORP INVESTMENTS, INC. | J.P. MORGAN SECURITIES LLC | Jun 16, 2022 | Jun 22, 2022 | 6 | Firm change | Ibd to wirehouse |
| WELLS FARGO ADVISORS | U.S. BANCORP INVESTMENTS, INC. | Nov 3, 2020 | Jul 16, 2021 | 255 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 119139:147290:TN:2025-08-01 | Aug 1, 2025 | Aug 12, 2025 | NASHVILLE, TN | Firm change |