Inactive

Carla L. Simon

Insight Advisors, LLC

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Current Employers

Insight Advisors, Llc

10 N. State Street, Newtown, PA 18940 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2013-08-02

PA RA
APPROVED

Since 2013-08-02

Branch Locations

10 N. State Street, Newtown, PA 18940 • 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

Organization	City	State	From	To
Insight Advisors, Llc	Newtown	PA	08/2013	Present
Purshe Kaplan Sterling Investments, Inc	Newtown	PA	08/2013	09/2019

08/2013 → Present

Insight Advisors, Llc

Newtown, PA
08/2013 → 09/2019

Purshe Kaplan Sterling Investments, Inc

Newtown, PA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-10-15
S65	Uniform Investment Adviser Law Examination	1999-10-15

S63 Uniform Securities Agent State Law Examination

1999-10-15
S65 Uniform Investment Adviser Law Examination

1999-10-15

View on SEC IAPD

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