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.

Current firm

PRECISE INVESTMENT MANAGEMENT, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

4

Current registrations

2

Registered states

2

Exams

S66

First exam

Aug 13, 2014

First registration

Jan 21, 2015

Dual registered

yes, broker-dealer

Other names

AUGUSTO MEDAL|Augusto Medal|AUGUSTO GERMAN MEDAL TRINIDAD

IAPD individual key

6364260

• Occurred

  Mar 7, 2022
  Advisor changed firm

  Augusto German Medal Trinidad left Insigneo Advisory Services, Llc for Insight Securities, Inc. (registered 2022-02-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f6b603ee-edd0-9e69-1cda-5ad7ad4775f9

First observed

Jan 21, 2015

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.