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2121 Ponce De Leon Blvd Ste 405, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-11 |
| TX | RA | APPROVED | 2024-11-26 |
Branch Locations
2121 Ponce De Leon Blvd Ste 405, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Securities, Inc. | Highland Park | IL | 06/2009 | 08/2024 |
| Precise Investment Management, Inc. | Highland Park | IL | 05/2022 | 06/2024 |
| Shaw Financial Solutions, Llc | Coral Gables | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-02 |
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