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10 N. State Street, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navigant Consulting | New York, | NY | 07/2014 | 01/2018 |
| Unemployed | New York, | NY | 01/2018 | 05/2018 |
| Insight Advisors, Llc | Newtown | PA | 05/2018 | 06/2020 |
| Insight Advisors, Llc | Newtown | PA | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-28 |
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