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1401 E Greenwood Ave Ste 200, Crown Point, IN 46307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-04 |
| IN | RA | APPROVED | 2018-05-31 |
Branch Locations
1401 E Greenwood Ave Ste 200, Crown Point, IN 46307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Revelation Investment Research | Crown Point | IN | 06/2014 | Present |
| Forsythe Wealth Management, Inc. | Crown Point | IN | 01/2018 | Present |
Revelation Investment Research, Investment Related,Crown Point, IN, Director of Research, Start Date 06/2014, sell stock selection models directly to other investment firms. Everything is done business to business, not to individuals. Advice to firms\ on where to invest is not provided; we simply provide scores on equity securities. Commissions not received.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-19 |
| S65 | Uniform Investment Adviser Law Examination | 2018-03-19 |
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