John D. Kinder

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CRD#: 2331965

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Dennis Kinder was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1993. John had worked at 4 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

March 21, 2014 - May 8, 2023

REVERE WEALTH MANAGEMENT LLC

RIA

CRD#: 170560

Middletown, OH

Past

January 10, 2008 - January 15, 2008

NEWOAK CAPITAL MARKETS LLC

CRD#: 104063

NEW YORK, NY

Past

October 8, 2003 - April 3, 2014

REVERE SECURITIES LLC

RIA

CRD#: 14178

MIDDLETOWN, OH

Past

March 1, 2002 - May 8, 2023

REVERE SECURITIES LLC

CRD#: 14178

MIDDLETOWN, OH

Past

May 20, 1993 - March 19, 2002

WESTMINSTER FINANCIAL SECURITIES, INC.

CRD#: 20677

BEAVERCREEK, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REVERE WEALTH MANAGEMENT LLC

CRD#: 170560 / SEC#: 801-110372

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

New York

Registered Investment Advisory firm - (6/27/2017 Terminated)

Ohio

Registered Investment Advisory firm - (6/28/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/14/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/19/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/19/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/14/2003

General Securities Principal Examination

Current Firm

REVERE WEALTH MANAGEMENT LLC

CRD#: 170560 / SEC#: 801-110372

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

New York

Registered Investment Advisory firm - (6/27/2017 Terminated)

Ohio

Registered Investment Advisory firm - (6/28/2017 Terminated)

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Contact information

Main Address

560 Lexington Avenue 16th Floor, Suite B, New York, NY 10022

Mailing Address

Phone number

(212) 688-2350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REVERE WEATH MANAGEMENT LLC PART II BROCHURE - MARCH 31, 2025 (4/2/2025)

Regulatory assets under management

Total Number of Accounts	101
AUM (Assets Under Management)	$ 76,783,492

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John D. Kinder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

REVERE WEALTH MANAGEMENT LLC

NEWOAK CAPITAL MARKETS LLC

REVERE SECURITIES LLC

REVERE SECURITIES LLC

WESTMINSTER FINANCIAL SECURITIES, INC.

Primary Firm SEC Registration

REVERE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/14/1997

Series 63

Date: 9/19/1996

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/19/1993

Series 24

Date: 1/14/2003

Current Firm

REVERE WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REVERE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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