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600 Central Ave. Suite 293, Highland Park, IL 60035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-08-22 |
| VA | RA | APPROVED | 2025-03-28 |
| NY | RA | APPROVED | 2021-08-05 |
| NJ | RA | APPROVED | 2019-12-20 |
| FL | RA | APPROVED | 2019-12-10 |
Branch Locations
121 Alhambra Plaza Floor 10, Office 67, Coral Gables, FL 33134 • United States
885 Gold Hill Road Suite 139, Fort Mill, SC 29708 • United States
600 Central Ave Suite 293, Highland Park, IL 60035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-20 |
Branch Locations
121 Alhambra Circle, Floor 10, Coral Gables, FL 33134 • United States
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. | Highland Park | IL | 03/2013 | Present |
| Precise Investment Management, Inc. | Highland Park | IL | 06/2022 | Present |
| Insight Securities, Inc. | Highland Park | IL | 12/2019 | Present |
1)SOLE MEMBER OF CALOP LLC (FL), USED TO MANAGE EXPENSES RELATED TO OPERATING IN BROKERAGE BUSINESS. 2)PRECISE INVESTMENT MANAGEMENT, INC., FINANCIAL ADVISOR, 2022, private securities transaction. 3)Pan American Supply Inc., is a private securities transaction, located at 13155 Noel Rd, Suite 900, Dallas, TX 75240, a US based company dedicated to the procurement of machinery, materials and equipment for the oil and gas industry, will be a buyer of the promissory note as a passive investment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-04 |
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