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10 N. State Street, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-11-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Doylestown | PA | 06/2007 | 11/2016 |
| Morgan Stanley Smith Barney | Newtown | PA | 06/2009 | 11/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2016 |
| Insight Advisors, Llc | Newtown | PA | 11/2016 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2016 | 12/2017 |
1) INSIGHT ADVISORS DBA BROLLE WEALTH MANAGEMENT. INVESTMENT RELATED 10 N STATE ST. NEWTON PA 18940. INVESTMENT SERVICES. PRESIDENT. START 11/14/2016. 130 HOURS/MONTH, 6 HRS DURING TRADING. ADVISING CLIENTS REGARDING SECURITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-05 |
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