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10 N. State Street, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wayne | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wayne | PA | 11/2016 | 06/2017 |
| Insight Advisors, Llc Dba Private Index Wealth Management | Newtown | PA | 06/2017 | Present |
| Purshe Kaplan Sterlings Investments | Albany | NY | 11/2017 | Present |
1)INSIGHT ADVISORS DBA PRIVATE INDEX WEALTH MANAGEMENT; INVESTMENT RELATED; 10 N STATE ST NEWTOWN, PA 18940; INVESTMENT ADVICE; FINANCIAL ADVISOR; 07/2017; 120 HOURS/MONTH; 6 HOURS DURING SECURITIES HOURS; SERVICING CLIENTS WITH INVESTMENT ADVICE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-18 |
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