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5784 Widewaters Parkway First Floor, Dewitt, NY 13214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-08 |
| NY | RA | APPROVED | 2021-05-07 |
Branch Locations
5784 Widewaters Parkway First Floor, Dewitt, NY 13214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Realta Equities, Inc. | Wilmington | DE | 05/2015 | Present |
| R.S. Petrell & Associates, Llc D/B/A Strategic Wealth Advisors | Dewitt | NY | 01/2011 | Present |
REGISTERED REPRESENTATIVE IS AN OWNER AND CCO OF STRATEGIC WEALTH ADVISORS, AND INVESTMENT ADVISORY REPRESENTATIVE. THIS IS INVESTMENT-RELATED ACTIVITY COMPRISING OF APPROXIMATELY 120 HOURS PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-17 |
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