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Current Employers
Precise Investment Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-09-24
  • IL RA
    APPROVED
    Since 2019-09-24

Branch Locations

Chicago, IL • United States

600 Central Ave Suite 293, Highland Park, IL 60035 • 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
Insight Securities Inc. Highland Park IL 02/2018 Present
Self-Employed Chicago IL 05/2016 01/2018
Precise Investment Management, Llc Highland Park IL 09/2019 Present
  • 02/2018 → Present
    Insight Securities Inc.
    Highland Park, IL
  • 05/2016 → 01/2018
    Self-Employed
    Chicago, IL
  • 09/2019 → Present
    Precise Investment Management, Llc
    Highland Park, IL
Other Businesses

1)Precise Investment Management - State regulated investment advisory business located at 600 Central Ave, in Highland Park, IL. I work on accounting issues on this firm devoting approx 5 hours per month, with half of those during trading hours. This is an investment related company but I am not actively engaged in any investments. My title would be accountant. I receive no compensation from Precise. Started approx 1/2020

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-09
  • S65 Uniform Investment Adviser Law Examination
    2019-09-09

View on SEC IAPD

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