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Advisor at PRECISE INVESTMENT MANAGEMENT, INC.
HIGHLAND PARK, IL | El Paso, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INSIGHT SECURITIES, INC. | Mixed wealth | Jan 27, 2022 | n/a | yes | HIGHLAND PARK, IL|El Paso, TX | Current employment |
| PRECISE INVESTMENT MANAGEMENT, INC. | Independent wealth | Sep 28, 2020 | n/a | yes | El Paso, TX|HIGHLAND PARK, IL | Current employment |
| INTERAMERICAS ADVISOR SOLUTIONS, INC. | Former SEC adviser | Oct 25, 2019 | Sep 30, 2023 | no | EL PASO, TX | Previous registration |
| PRECISE INVESTMENT MANAGEMENT, INC. | Independent wealth | May 2, 2016 | Oct 25, 2019 | no | HIGHLAND PARK, IL | Previous registration |
| INSIGHT SECURITIES, INC. | Mixed wealth | Aug 6, 2009 | Feb 7, 2020 | no | Highland Park, IL|El Paso, TX|SAN DIEGO, CA|SAN ANTONIO, TX|SAN DIEGO, CA | Previous registration |
| PRECISE INVESTMENT MANAGEMENT, LLC | n/a | Jul 15, 2005 | Aug 5, 2009 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTERAMERICAS ADVISOR SOLUTIONS, INC. | PRECISE INVESTMENT MANAGEMENT, INC. | Sep 30, 2023 | Sep 28, 2020 | -1,097 | Firm change after gap | Other |
| INSIGHT SECURITIES, INC. | PRECISE INVESTMENT MANAGEMENT, INC. | Feb 7, 2020 | May 2, 2016 | -1,376 | Firm change after gap | RIA to RIA |
| PRECISE INVESTMENT MANAGEMENT, INC. | INTERAMERICAS ADVISOR SOLUTIONS, INC. | Oct 25, 2019 | Oct 25, 2019 | 0 | Firm change | RIA to new firm |
| PRECISE INVESTMENT MANAGEMENT, LLC | INSIGHT SECURITIES, INC. | Aug 5, 2009 | Aug 6, 2009 | 1 | Firm change | Other |