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10 N. State Street, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-08-02 |
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 |
|---|---|---|---|---|
| Insight Advisors, Llc | Newtown | PA | 08/2013 | Present |
| Purshe Kaplan Sterling Investments, Inc | Newtown | PA | 08/2013 | Present |
1)LOCKRUM PROPERTIES LLC, 49% INVESTOR, REAL ESTATE DEVELOPMENT BEACHFRONT CONDOS IN ANGUILLA, 10 HRS/MTH-NONE DURING SECURITIES HOURS, START 3/06. 2)ANGUILLA PARTNERSHIP ENTERPRISES/WINDRIFT LLC, INVESTMENT RELATED, NEWTOWN, PA, REAL ESTATE DEVELOPMENT, 50% OWNER, START DATE 4/2004, 1 HOUR PER MONTH/0 DURING TRADING. 3)MERIDIAN ALARM CO., INC. 975 JAYMORE ROAD, SOUTHAMPTON, PA 18966, PRES/MAJORITY OWNER, ALARM SECURITY COMPANY, 8 HRS/MTH-NONE DURING BUSINESS HOURS. - 4) COMMERCIAL RENTAL PROPERTY; INVESTMENT RELATED; NEWTOWN, PA; 100% OWNERSHIP; START DATE = 04/01/2013; MINIMAL TIME DEVOTED PER MONTH; NOT DURING TRADING HOURS. 5) INSURANCE AGENT; INVESTMENT RELATED; NEWTOWN, PA; 1% OF TIME 6) INSIGHT ADVISORS, LLC. RIA. INVESTMENT RELATED. IVESTMENT ADVISOR. BRANCH MANAGER. 10 N. STATE STREET, NEWTOWN, PA 18940. 160 HRS/MO. 7)LIBERTY COATING; 21 S. STEEL RD, MORRISVILLE, PA 19060; PIPE COATING; BOARD MEMBER; STARTED 10/2013; 4 HRS PER MONTH, 2 HRS DURING TRADING HOURS; 1% OWNER, BOARD MEMBER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1980-07-31 |
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