CJ
Carlos Javier Legaspy
CRD 2148751
Firms
| Firm | Role | As of |
|---|---|---|
| Insight Securities, Inc. | Registered representative | 07/20/2026 |
| Precise Investment Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Insight Securities, Inc.
Shareholder · 50% – 75% · Sep 2024
-
Insight Securities, Inc.
Principal, President, Ceo · Less than 5% · Sep 2024
-
Precise Investment Management, Inc.
President · 75% or more · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗