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600 Central Ave. Suite 293, Highland Park, IL 60035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-04-12 |
Branch Locations
777 Brickell Ave. Suite 586, Miami, FL 33131 • United States
600 Central Ave Suite 293, Highland Park, IL 60035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-02 |
Branch Locations
600 Central Ave Suite 293, Highland Park, IL 60035 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Aventura | FL | 06/2015 | 03/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2016 | 03/2021 |
| Advance Truck Parts Llc | Sunrise | FL | 06/2022 | 12/2022 |
| Boston Investment Management Llc | Coral Gables | FL | 05/2021 | 11/2023 |
| Freelance Tennis Coach/Instructor | Fort Lauderdale | FL | 12/2022 | 03/2024 |
| Insight Securities, Inc | Highland Park | IL | 09/2023 | Present |
| Precise Investment Management, Inc. | Highland Park | IL | 12/2023 | Present |
| Insight Securities, Inc. | Highland Park | IL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-07 |
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