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Connor Joseph Bates

Revere Asset

St. Augustine, FL

Allen, TX

CRD 7683213

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Employer firm

Revere Asset CRD 152881

$408M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Revere Asset

825 Watters Creek Blvd Suite 385, Allen, TX 75013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-11-02
  • FL RA
    APPROVED
    Since 2023-11-02

Branch Locations

St. Augustine, FL • United States

825 Watters Creek Blvd Suite 385, Allen, TX 75013 • 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
Revere Asset Management, Inc. Allen TX 06/2023 11/2023
Protiviti Fort Lauderdale FL 05/2022 08/2022
Stetson University Deland FL 08/2021 06/2023
School / Education Canton MI 01/2013 05/2022
Revere Asset Management, Inc. Allen TX 11/2023 Present
  • 06/2023 → 11/2023
    Revere Asset Management, Inc.
    Allen, TX
  • 05/2022 → 08/2022
    Protiviti
    Fort Lauderdale, FL
  • 08/2021 → 06/2023
    Stetson University
    Deland, FL
  • 01/2013 → 05/2022
    School / Education
    Canton, MI
  • 11/2023 → Present
    Revere Asset Management, Inc.
    Allen, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-28
  • S65 Uniform Investment Adviser Law Examination
    2023-10-28

View on SEC IAPD

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