Carlos Javier Legaspy

Current Employers

Employment History

• 01/2013 → 09/2019
  Insight Securities, Inc.
  Highland Park, IL
• 01/2013 → Present
  Intelligenics, Inc.
  Highland Park, IL
• 01/2013 → Present
  Triumphe Leasing Group
  Highland Park, IL
• 09/2014 → Present
  Insight Americas Consulting Inc.
  Las Vegas, NV
• 10/2015 → Present
  Insight Insurance Group Inc.
  Highland Park, IL
• 11/2015 → Present
  Precise Investment Management Inc.
  Las Vegas, NV
• 02/2020 → Present
  Insight Securities, Inc.
  Highland Park, IL

Previous Registrations

• 2009-08-10 → 2019-09-05
  Insight Securities, Inc.
  Highland Park, IL
  San Antonio, TX
  San Diego, CA
  San Antonio, TX
  Riverwoods, IL
  Houston, TX
  Highland Park, IL
  Highland Park, IL
• 2003-01-24 → 2009-08-05
  Precise Investment Management, Llc
  San Diego, CA

Other Businesses

1)Have registered the company Precise Holdings, Inc. in order to possibly manage property. Currently no income is generated through this business and the time spent per month is incidental. 2)Currently hold the position of "Certified Co-Leader" with the ManKind Project. This is a non for profit peer support group that I help to manage retreats for. This is approx one weekend every two months and I receive approx. 3,000 in compensation annually. 3)Precise Investment Management- Started in September 2019 and is located at 600 Central Ave in Highland Park, IL. This is a Registered Investment Advisor and I am an advisor of this company. This is a securities related company and I devote approximately 5 hours per month, all during trading hours. 4) Precise Consulting- This is located in Highland Park, IL. This is non-investment related and I am an officer of this company. 5) Insurance Agent - time spent less than 10 hours a month. 6) There is no company name, Carlos is writing a book / books, his address is 7017 N Greenview Ave, Chicago, IL 60626, it is not investment related and there is no investment advice given in the book, he will be the author of the book and plans on spending about 3 hrs a month on the writing of the book as well as any activity related to publishing and promoting the book. 7) Devon Bank, is investment related, located at 6445 North Western Ave, Chicago, IL 60645, working as a board member, meeting once a month to to guiding and supervising the management team, starting in 01/2025, working 6hrs per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-14
• S63 Uniform Securities Agent State Law Examination
  1991-07-29