DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Mark Robert Flatow

Revise Capital LLCstate registeredGreen Bay, WiIA-onlyIAPD 5145191

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Mark R Flatow

At current firm

3 y

since Aug 24, 2023

In the industry

19 y

since Feb 3, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Revise Capital LLC state registered current
since Aug 24, 2023 · Green Bay, Wi
Drake & Associates, LLC independent RIA
Sep 22, 2022 to Feb 2, 2023 · Waukesha, Wi
Inscription Family Office, LLC no RAUM
Sep 20, 2019 to Jul 8, 2022 · Houston, Tx
Inscription Capital, LLC independent RIA
Apr 12, 2018 to Jul 8, 2022 · Houston, Tx
UBS Financial Services Inc. wirehouse
Feb 9, 2015 to Apr 17, 2018 · Houston, Tx
Morgan Stanley wirehouse
Jan 24, 2012 to Feb 23, 2015 · Houston, Tx
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 5, 2007 to Feb 3, 2012 · Houston, Tx

Moves

a registration end followed by a registration begin elsewhere

Drake & Associates, LLC to Revise Capital LLC
left Feb 2, 2023, registered Aug 24, 2023 (203 days) · RIA to a state-registered adviser
Inscription Capital, LLC to Inscription Family Office, LLC
left Jul 8, 2022, registered Sep 20, 2019 (-1022 days) · Other
Inscription Family Office, LLC to Drake & Associates, LLC
left Jul 8, 2022, registered Sep 22, 2022 (76 days) · Other
UBS Financial Services Inc. to Inscription Capital, LLC
left Apr 17, 2018, registered Apr 12, 2018 (-5 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
Morgan Stanley to UBS Financial Services Inc.
left Feb 23, 2015, registered Feb 9, 2015 (-14 days) · Wirehouse to wirehouse · moved with a team
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley
left Feb 3, 2012, registered Jan 24, 2012 (-10 days) · Wirehouse to wirehouse

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address