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1401 E Greenwood Ave Ste 200, Crown Point, IN 46307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-03 |
| TX | RA | APPROVED_RES | 2024-06-04 |
| IL | RA | APPROVED | 2023-06-15 |
| IN | RA | APPROVED | 2018-10-05 |
Branch Locations
1401 E Greenwood Ave, Suite 200, Crown Point, IN 46307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forsythe Wealth Management, Inc. | Crown Point | IN | 10/2018 | Present |
| Revelation Investment Research | Crown Point | IN | 03/2014 | Present |
1) CHICAGO QUANTITATIVE ALLIANCE BOARD MEMBER, CQA IS A NON-PROFIT ORGANIZATION OF ACADEMICS AND PRACTITIONERS WHO SHARE AN INTEREST IN QUANTITATIVE INVESTING. TWO MEETINGS PER YEAR. 2) THE JOURNAL OF BEHAVIORAL FINANCE ADVISORY BOARD. NOT FOR PROFIT GROUP, PUBLICATION OF THE INSTITUTE OF PSYCHOLOGY & MARKETS AND LEA. EXPECTED TIME COMMITMENT IS 2 DAYS/YEAR.. 3) CROWN POINT COMMUNITY FOUNDATION, INC. BOARD MEMBER, NON-PROFIT ORG AIMED AT ENRICHING QUALITY OF LIFE IN CROWN POINT LOCAL AREA BY PROVIDING FINANCIAL ASSISTANCE TO FUND A BROAD RANGE OF COMMUNITY NEEDS (E.G. COLLEGE SCHOLARSHIPS, LOCAL CHARITIES, YOUTH ORGS ETC. 4) CROWN POINT COMMUNITY FOUNDATION - MEMBER OF INVESTMENT COMMITTEE, SMALL TEAM THAT OVERSEES AN OUTSIDE INVESTMENT ADVISOR WHO MANAGES THE FOUNDATIONS ASSETS. 1 HOUR PER MONTH DEVOTED, THE INVESTMENT COMMITTEE IS RESPONSIBLE FOR MAINTAINING THE FOUNDATION'S INVESTMENT POLICY, HIRING THE FOUNDATION'S INVESTMENT ADVISOR, APPROVING THE ADVISOR'S NON-DISCRETIONARY RECOMMENDATIONS, AND MONITORING THE FOUNDATION'S INVESTMENT PERFORMANCE. THE INVESTMENT COMMITTEE DOES NOT MAKE SPECIFIC INVESTMENT RECOMMENDATIONS, EXECUTE ANY PORTFOLIO TRADES, OR ADD/WITHDRAW ASSETS FROM THE FOUNDATION'S ACCOUNTS. 5) REVELATION INVESTMENT RESEARCH, INC. - PRESIDENT, FIRM THAT PROVIDES CONSULTING SERVICES TO INSTITUTIONAL INVESTORS ONLY. COMPENSATION RECEIVED FROM REVELATION. 60 HOURS PER MONTH DEVOTED.
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