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825 Watters Creek Blvd Suite 385, Allen, TX 75013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-15 |
| FL | RA | APPROVED | 2015-10-28 |
Branch Locations
825 Watters Creek Blvd Suite 385, Allen, TX 75013 • United States
5354 5Th Street, St. Augustine, FL 32080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Donnik Daily Shops | Saint Johns | FL | 07/2007 | 12/2017 |
| Revere Asset Management, Inc. | Allen | TX | 05/2016 | Present |
| Grotection, Inc. | St. Augustine | FL | 04/2013 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-14 |
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