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Current Employers
Insight Securities, Inc.

600 Central Ave. Suite 293, Highland Park, IL 60035 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-03-01
  • FL RA
    APPROVED
    Since 2021-03-01

Branch Locations

600 Central Ave Suite 293, Highland Park, IL 60035 • UNITED STATES

Miami, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
San Juan Investments Llc Coral Gables FL 03/2015 05/2019
Hg Latam Consulting Llc Miami FL 08/2014 05/2019
Insight Securities, Inc. Highland Park IL 02/2021 Present
Banco San Juan Internacional Inc San Juan PR 08/2014 Present
Avanti Securities Miami FL 10/2023 05/2024
  • 03/2015 → 05/2019
    San Juan Investments Llc
    Coral Gables, FL
  • 08/2014 → 05/2019
    Hg Latam Consulting Llc
    Miami, FL
  • 02/2021 → Present
    Highland Park, IL
  • 08/2014 → Present
    Banco San Juan Internacional Inc
    San Juan, PR
  • 10/2023 → 05/2024
    Avanti Securities
    Miami, FL
Previous Registrations
  • 2015-08-03 → 2019-05-07
    San Juan Investments Llc
    Coral Gables, FL
Other Businesses

Bowspirit Management LLC, is not investment related, located at 1600 Ponce De Leon Blvd. Fl 10. #102. Coral Gables, FL 33134, it is used as a paying agent for professional services rendered by the beneficial owner, working as manager, activities started in 2020, 1-2 hours monthly, main duty is managing the banking relationship with retail banks in Miami. HG Latam Consulting LLC / Banco San Juan Internacional Inc., not investment related activity, located at B5 CII Tabonuco Suite #207, Guaynabo, 00968, Puerto Rico, HG is the company in which compensation is received working as VP Business development for Banco San Juan Internacional overseeing commercial activities of the bank. Activities started in August 2014. Hours will be limited once joining Insight. Midi Technologies LLC, is not investment related, 1209 Orange St, Wilmington, DE 19801, software program for a mobile payment platform, initial board of managers, starting in 11/2024, working 2hrs per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-28
  • S65 Uniform Investment Adviser Law Examination
    2014-10-28

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