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600 Central Ave. Suite 293, Highland Park, IL 60035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-12 |
| IL | RA | APPROVED | 2016-12-09 |
| TX | RA | APPROVED | 2016-09-26 |
Branch Locations
777 Brickell Ave. Suite 586, Miami, FL 33131 • 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. | Riverwoods | IL | 03/2014 | 08/2019 |
| Insight Securities, Inc. | Miami | FL | 08/2019 | Present |
Dynasty Nutra Inc, 1734 Henley #12, Glenview, IL 60025. Creates nutritional supplements, multivitamins and sells around the world. 0 hours spent. Vice President. 50% owner with husband being the other 50% owner. Non-securities related. Precise Consulting, is not investment related, 600 Central Ave, Suite 293, Highland Park, IL 60035, international business and contract structuring for broker dealers and advisors, starting on August 2023, spending 2-3 hrs a month, assisting with the structure of contracts. Excelsior Trading LLC, non-investment related, 8200 NW 41st St., Suite 315, Doral, Florida 33166, international business/export, working as a consultant, starting in October 2021, working 30hrs per month, consulting on operations, logistics, marketing and research. Precise Investment Management, 600 Central Ave, Suite 293, Highland Park, IL 60035, investment related, is a US registered RIA, working in the back office as administrative staff, starting in November 2023, working 2-3hrs a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-23 |
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