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RIA / WealthAdvisorChartered Financial Analyst19 years in industry

MARK ROBERT FLATOW

Advisor at REVISE CAPITAL LLC

GREEN BAY, WI

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Search this name across graphsid dfx:ria:7878e8f2-fd4b-3119-cbcd-3d1a8665451b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Feb 5, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: REVISE CAPITAL LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 3, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: Feb 3, 2007
First registration: Feb 5, 2007
Dual registered: no
Other names: MARK R FLATOW
IAPD individual key: 5145191

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
REVISE CAPITAL LLC	State registered	Aug 24, 2023	n/a	yes	GREEN BAY, WI	Current employment
DRAKE & ASSOCIATES, LLC	Independent wealth	Sep 22, 2022	Feb 2, 2023	no	WAUKESHA, WI	Previous registration
INSCRIPTION FAMILY OFFICE, LLC	No RAUM reported	Sep 20, 2019	Jul 8, 2022	no	HOUSTON, TX	Previous registration
INSCRIPTION CAPITAL, LLC	Independent wealth	Apr 12, 2018	Jul 8, 2022	no	HOUSTON, TX	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 9, 2015	Apr 17, 2018	no	HOUSTON, TX	Previous registration
MORGAN STANLEY	Wirehouse	Jan 24, 2012	Feb 23, 2015	no	Houston, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 5, 2007	Feb 3, 2012	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DRAKE & ASSOCIATES, LLC	REVISE CAPITAL LLC	Feb 2, 2023	Aug 24, 2023	203	Firm change	RIA to state RIA
INSCRIPTION CAPITAL, LLC	INSCRIPTION FAMILY OFFICE, LLC	Jul 8, 2022	Sep 20, 2019	-1,022	Firm change after gap	Other
INSCRIPTION FAMILY OFFICE, LLC	DRAKE & ASSOCIATES, LLC	Jul 8, 2022	Sep 22, 2022	76	Firm change	Other
UBS FINANCIAL SERVICES INC.	INSCRIPTION CAPITAL, LLC	Apr 17, 2018	Apr 12, 2018	-5	Firm change	Wirehouse to new firm
MORGAN STANLEY	UBS FINANCIAL SERVICES INC.	Feb 23, 2015	Feb 9, 2015	-14	Firm change	Wirehouse to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	Feb 3, 2012	Jan 24, 2012	-10	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8174:291780:TX:2018-04-17	Apr 17, 2018	Apr 12, 2018	HOUSTON, TX	Firm change
149777:8174:TX:2015-02-23	Feb 23, 2015	Feb 9, 2015	HOUSTON, TX	Firm change

Relationships

Registered with (7)

→ REVISE CAPITAL LLCRegistered adviserregistration: current employment
Aug 24, 2023 to presentfactForm ADV
→ DRAKE & ASSOCIATES, LLCRegistered adviserregistration: previous registration
Sep 22, 2022 to Feb 2, 2023factForm ADV
→ INSCRIPTION CAPITAL, LLCRegistered adviserregistration: previous registration
Apr 12, 2018 to Jul 8, 2022factForm ADV
→ INSCRIPTION FAMILY OFFICE, LLCRegistered adviserregistration: previous registration
Sep 20, 2019 to Jul 8, 2022factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 9, 2015 to Apr 17, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jan 24, 2012 to Feb 23, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 5, 2007 to Feb 3, 2012factForm ADV

Dated events

Occurred
Feb 2, 2023
Advisor changed firm
Mark Robert Flatow left Drake & Associates, Llc for Revise Capital Llc (registered 2023-08-24)
Form ADVobserved 4 days ago
Occurred
Jul 8, 2022
Advisor changed firm
Mark Robert Flatow left Inscription Family Office, Llc for Drake & Associates, Llc (registered 2022-09-22)
Form ADVobserved 4 days ago
Occurred
Jul 8, 2022
Advisor changed firm
Mark Robert Flatow left Inscription Capital, Llc for Inscription Family Office, Llc (registered 2019-09-20)
Form ADVobserved 4 days ago