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10 N. State Street, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-01-19 |
Branch Locations
4198 Cox Rd. Suite 103, Glen Allen, VA 23060 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Glen Allen | VA | 05/2009 | 01/2017 |
| Insight Advisors, Llc D/B/A Benchmark Wealth Advisors, Inc | Newtown | PA | 01/2017 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2017 | Present |
1. Insight Advisors, LLC d/b/a Benchmark Wealth Advisors, Inc. Investment Related. 4198 Cox Road, Suite 103, Glen Allen, VA 23060. RIA. Financial Advisor. 01/2017. 180 Hrs/Mo; 140 Hrs/Mo During Trading Hours. Giving Clients Advice Regarding Securities. 2. CO-TRUSTEE FOR PARENTS IN-LAW, Investment Related. PO Box 356, GOOCHLAND, VA, 23063. Management of Trust Assets. Co-Trustee. 09/2008. 1 Hr/Mo; 0 During Trading Hours. Review Securities and Complete and File Annual Tax Returns.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-13 |
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