Hoang Phuong Phan

Current Employers

Employment History

• 10/2015 → 10/2021
  Insight Securities
  Highland Park, IL
• 09/2017 → 09/2019
  Precise Investment Management, Inc.
  Highland Park, IL
• 09/2020 → 10/2021
  Precise Investment Management, Inc.
  Highland Park, IL
• 11/2021 → 12/2023
  Allocations Crowdfunding, Llc
  Rolling Meadows, IL
• 11/2021 → 12/2023
  Allocations, Inc
  Rolling Meadows, IL
• 04/2023 → 12/2023
  The Compliance Review Llc
  Rolling Meadows, IL
• 02/2024 → Present
  Foreside Fund Services, Llc
  Lisle, IL
• 12/2023 → Present
  Amplify Investments Llc
  Lisle, IL

Previous Registrations

• 2016-01-19 → 2021-11-08
  Insight Securities, Inc.
  Highland Park, IL
  Highland Park, IL
• 2020-10-18 → 2021-11-05
  Precise Investment Management, Inc.
  Highland Park, IL
• 2017-10-12 → 2019-08-05
  Precise Investment Management, Inc.
  Highland Park, IL

Other Businesses

1) Amplify Investments LLC; Investment Related; Lisle, IL; Senior Compliance Manager; 160 hours per month; Start Date 12/23; managing the compliance program for a Registered Investment Adviser to Exchange-Traded Funds 2) Phan Salons & Spas LLC dba Tao Brow Studio; Non Investment Related; Rolling Meadows, IL; Permanent Makeup; Managing Member; 1 hour per month; Start Date 1/2023; Maintains registration and licensing for firm

Exams

• S66 Uniform Combined State Law Examination
  2016-01-19

Other Names

• Henry Phan