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Account
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650 South 500 West Suite 128, Salt Lake City, UT 84101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-24 |
| PA | RA | APPROVED | 2024-11-11 |
Branch Locations
Downingtown, PA • United States
650 South 500 West Suite 128, Salt Lake City, UT 84101 • United States
107 E Lancaster Ave, Downingtown, PA 19335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-01-02 |
Branch Locations
107 E Lancaster Ave, Downingtown, PA 19335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmac Financial Corporation | Downingtown | PA | 04/2011 | Present |
| Wrps Properties | Downingtown | PA | 01/2008 | Present |
| Partners For Prosperity, Llc | Mt. Enterprise | TX | 09/2015 | 09/2018 |
| Revisionist Wealth Advisors, Llc | Downingtown | PA | 11/2018 | Present |
| Pl Wealth Advisors, Llc | Salt Lake City | UT | 11/2024 | Present |
REVISIONIST WEALTH ADVISORS, LLC; INVESTMENT RELATED; 345 DONOFRIO DRIVE DOWNINGTOWN, PA 19335; FINANCIAL ADVISORY SERVICES; 11/2024; APPROXIMATELY 0 HOURS PER MONTH; BMAC FINANCIAL CORPORATION; INVESTMENT RELATED; 345 DONOFRIO DRIVE DOWNINGTOWN, PA 19335; MARKETING SERVICES; 04/2011; APPROXIMATELY 80 HOURS PER MONTH; WRPS PROPERTIES, L.L.C., INVESTMENT-RELATED, DOWNINGTOWN, PA, REAL ESTATE; SOLE OWNER; 1/2008; APPROX 1 HRS/MONTH (APPROX 1 HRS/MONTH DURING TRADING HRS), HOLDING COMPANY FOR REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-18 |
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