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Gregory John Forsythe

Forsythe Wealth Management, Inc.

Crown Point, IN

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Current Employers
Forsythe Wealth Management, Inc.

1401 E Greenwood Ave Ste 200, Crown Point, IN 46307 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • FL RA
    APPROVED
    Since 2025-12-03
  • TX RA
    APPROVED_RES
    Since 2024-06-04
  • IL RA
    APPROVED
    Since 2023-06-15
  • IN RA
    APPROVED
    Since 2018-10-05

Branch Locations

1401 E Greenwood Ave, Suite 200, Crown Point, IN 46307 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Forsythe Wealth Management, Inc. Crown Point IN 10/2018 Present
Revelation Investment Research Crown Point IN 03/2014 Present
Other Businesses

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.

Designations

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