Donald Dean McCormick
Principal & Chief Compliance OfficerInsight Wealth Strategies, LPCRD 5332551
About Donald Dean McCormick
Donald Dean McCormick is listed as Principal & Chief Compliance Officer at Insight Wealth Strategies, LP in Irvine, CA. Form ADV reports a beneficial ownership band of Under 5%. Donald Dean McCormick is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Insight Wealth Strategies, LP
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Donald Dean McCormick work?
Donald Dean McCormick is listed as Principal & Chief Compliance Officer at Insight Wealth Strategies, LP on SEC Form ADV.
How much of Insight Wealth Strategies, LP does Donald Dean McCormick own?
Form ADV reports a beneficial ownership band of Under 5%.
Insight Wealth Strategies, LP
| Title | Principal & Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2009 |
Insight Wealth Strategies, LP
| Title | President |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 1994 |