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Current Employers
Revision Wealth Management Llc

3434 Sw 24Th Avenue Suite E, Gainesville, FL 32607 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-28
  • FL RA
    APPROVED
    Since 2024-05-28

Branch Locations

4655 Sailsbury Rd Suite 115, Jacksonville, FL 32256 • United States

3434 Sw 24Th Avenue Suite E, Gainesville, FL 32607 • 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
Voya Financial Partners Gainesville FL 09/2014 08/2018
Voya Financial Advisors Gainesville FL 09/2014 08/2018
Robinson Financial Group Llc Gainesville FL 06/2017 Present
Gwn Securities, Inc. Palm Beach Gardens FL 08/2019 02/2023
Foundations Investment Advisors, Llc Gainesville FL 02/2023 Present
Creative Insurance Group Llc Gainesville FL 12/2022 Present
Revision Wealth Management Llc Gainesville FL 11/2022 Present
Revision Wealth Management Llc Gainesville FL 10/2023 Present
Previous Registrations
Other Businesses

1.) NAME OF ENTITY:ROBINSON FINANCIAL GROUP,LLC; Yes; 3434 SW 24TH AVE STE E; GAINESVILLE; FL; 32607; INSURANCE AGENCY/DBA; MANAGING MEMBER/INSURANCE AGENT; 06/2017; 200; 140; SALES AND SERVICING OF SECURITIES PRODUCTS 2.) NAME OF ENTITY: Creative Financial Group LLC; Yes; 3434 SW 24TH AVE STE E; GAINESVILLE; FL; 32607; INSURANCE AGENCY; MANAGING MEMBER/INSURANCE AGENT; 12/2022; 80; 80; SALES AND SERVICING OF INSURANCE PRODUCTS 3.) Foundations Investment Advisors, LLC; Investment Related; Gainesville, FL; RIA; IAR; Start Date 02/2023; Approximately 32 hours/month will all hours during securities trading hours 3.) Revision Wealth Management LLC; Investment Related; Gainesville, FL; RIA; IAR; Start Date 11/2022; Approximately 80 hours/month will all hours during securities trading hours

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-07-09
S65 Uniform Investment Adviser Law Examination 2020-09-30
  • S63 Uniform Securities Agent State Law Examination
    2021-07-09
  • S65 Uniform Investment Adviser Law Examination
    2020-09-30
Other Names
  • Marcus Jermaine Robinson

View on SEC IAPD

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