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777 Brickell Ave., 5Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-01 |
Branch Locations
777 Brickell Ave., 5Th Floor, Miami, FL 33131 • United States
777 Brickell Ave 5Th Floor, Miami, FL 33131 • United States
600 Central Ave Suite 293, Highland Park, IL 60035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Gap Inc. | Miami | FL | 08/2012 | 06/2017 |
| Mass Mutual | Miami | FL | 01/2017 | 05/2017 |
| Insigneo Securities, Llc | Miami | FL | 07/2017 | 09/2018 |
| Insight Securities Inc | Miami | FL | 09/2018 | Present |
| Precise Investment Management, Inc. | Miami | FL | 11/2023 | 12/2024 |
| Private Portfolio, Inc. | La Jolla | CA | 02/2024 | 05/2024 |
| Precise Investment Management, Inc. | Miami | FL | 12/2024 | Present |
| First Southern Llc | Guaynabo | PR | 02/2025 | Present |
1.GWM partners is a DBA, Division of Insight Securities, Inc. Member FINRA, SIPC, MSRB. 2. Global Distribution Partners, located at 777 Brickell Ave, 5th Floor, Miami, FL 33131, investment related, the company coordinates distirbution with the wholesaler in latam, will be assisting in managing the relationships between the wholesalers and asset managers, working 8hrs per month, starting in 01/2025. 3. Precise Investment Management, is a private securities transaction, is an SEC registered RIA, located at 600 Central Ave, Suite 293, Highland Park, IL 60035, working as an IAR, working approximately 5hrs a month. 4. Avanti Financial Holdings, is not investment related, located at 777 Brickell Ave, 5th Floor, Miami, FL 33131, is a holding company that owns Avanti Capital Group, working 5 hours a month, starting in April 2026. 5. Avanti Capital Group / Artemis Capital Partners, is a private securities transaction, is an RIA registered in Florida, located at 777 Brickell Ave, 5th Floor, Miami, FL, 33131, working as the CEO, starting in April 2026, working approximately 30hrs a week. 6. First Southern Securities LLC, located at 2 Tabonuco St, Stuie 200, Guaynabo, PR 00968, is investment related, working as a Registered Rep, starting in Feb of 2025, working 30hrs per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-20 |
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