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600 Central Ave. Suite 293, Highland Park, IL 60035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-04-26 |
| IL | RA | APPROVED | 2022-10-14 |
| AL | RA | APPROVED | 2020-12-08 |
| DC | RA | APPROVED | 2020-08-24 |
| WI | RA | APPROVED | 2020-07-30 |
| CT | RA | APPROVED | 2020-07-22 |
| CA | RA | APPROVED | 2020-07-21 |
| ME | RA | APPROVED | 2020-07-21 |
| OH | RA | APPROVED | 2020-07-21 |
| PA | RA | APPROVED | 2020-07-21 |
Branch Locations
600 Central Ave Suite 293, Highland Park, IL 60035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Securities Inc | Riverwoods | IL | 03/2014 | 09/2019 |
| Insight Securities, Inc. | Highland Park | IL | 09/2019 | 02/2020 |
| Insight Securities, Inc. | Highland Park | IL | 02/2020 | 04/2020 |
| Insight Securities, Inc. | Highland Park | IL | 04/2020 | Present |
Precise Investment Management, investment related, 600 Central Ave, Suite 293, Highland Park, IL 60035, SEC registered RIA, working as the CCO, responsible for developing and maintaining the firm's compliance program, starting in 11/2023, working 2-5 hrs a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-14 |
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