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Advisor at INSIGHT FINANCIAL SERVICES
Leawood, KS | OVERLAND PARK, KS
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 FINANCIAL SERVICES | Independent wealth | Jul 1, 2026 | n/a | yes | Leawood, KS|OVERLAND PARK, KS | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jun 10, 2016 | Jul 7, 2026 | no | OVERLAND PARK, KS|OVERLAND PARK, KS|Shawnee Mission, KS | Previous registration |
| WADDELL & REED | Former SEC adviser | Mar 18, 2016 | Jun 6, 2016 | no | OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | INSIGHT FINANCIAL SERVICES | Jul 7, 2026 | Jul 1, 2026 | -6 | Firm change | Ibd to RIA |
| WADDELL & REED | COMMONWEALTH FINANCIAL NETWORK | Jun 6, 2016 | Jun 10, 2016 | 4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8032:147518:KS:2026-07-07 | Jul 7, 2026 | Jul 1, 2026 | SHAWNEE MISSION, KS | Firm change |