DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at REVERE WEALTH MANAGEMENT LLC
NEW YORK, NY | Windham, NH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| REVERE WEALTH MANAGEMENT LLC | Independent wealth | Mar 4, 2026 | n/a | yes | NEW YORK, NY|Windham, NH | Current employment |
| IBN FINANCIAL SERVICES, INC | Independent wealth | Nov 6, 2023 | Jan 21, 2026 | no | Windham, NH|LIVERPOOL, NY|Windham, NH | Previous registration |
| IBN ADVISORY SERVICES, INC. | Independent wealth | Oct 30, 2023 | Jan 21, 2026 | no | Windham, NH|LIVERPOOL, NY | Previous registration |
| TRUST ADVISORY GROUP LTD | Independent wealth | May 3, 2017 | Oct 30, 2023 | no | Windham, NH | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Dec 20, 2006 | Oct 29, 2007 | no | SOUTH BURLINGTON, VT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IBN ADVISORY SERVICES, INC. | IBN FINANCIAL SERVICES, INC | Jan 21, 2026 | Nov 6, 2023 | -807 | Firm change after gap | RIA to RIA |
| IBN FINANCIAL SERVICES, INC | REVERE WEALTH MANAGEMENT LLC | Jan 21, 2026 | Mar 4, 2026 | 42 | Firm change | RIA to RIA |
| TRUST ADVISORY GROUP LTD | IBN ADVISORY SERVICES, INC. | Oct 30, 2023 | Oct 30, 2023 | 0 | Firm change | RIA to RIA |
| UBS FINANCIAL SERVICES INC. | TRUST ADVISORY GROUP LTD | Oct 29, 2007 | May 3, 2017 | 3,474 | Firm change after gap | Other |