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600 Central Ave. Suite 293, Highland Park, IL 60035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-01-26 |
Branch Locations
600 Central Ave Suite 265, Highland Park, IL 60035 • United States
3750 Nw 87Th Ave. Suite # 700, Doral, FL 33178 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Securities, Inc. | Highland Park | IL | 12/2012 | Present |
| Precise Investment Management, Inc. | Highland Park | IL | 05/2022 | Present |
Precise Investment Management, 600 Central Ave, Suite 293, Highland Park, IL 60035, investment related, is a US registered RIA, working in the back office as administrative staff, starting in November 2023, working 2-3hrs a month. Pacaso Inc, is investment related, is a private company, purchasing shares of equity in the company, only acting as an investor, working 0 hours, not receiving compensation, strictly as a private investment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-16 |
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