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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-17 |
Branch Locations
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Titan Securities | Dallas | TX | 09/2012 | 06/2023 |
| Realta Equities, Inc. | Wilmington | DE | 06/2023 | Present |
| Coastal Investment Advisors, Inc. | Wilmington | DE | 11/2023 | 12/2023 |
| Crescent Advisors Group, Inc. | Plano | TX | 03/2024 | 12/2024 |
| Realta Investment Advisors, Inc. | Wilmington | DE | 01/2025 | Present |
(1) Kulhanek Investment Specialty Services start: 1/1/2017; Investment Related; DBA; 1609 Trinidad Way Lantana, TX 76226; Owner; 40 hours per week during normal trading hours. (2). Realta Investment Advisors Inc.; Investment related; start: 01/2025; 1201 N. Orange Street #729, Wilmington, DE 19801; Investment Advisor Representative; Investment Advisory Services; Compensation in the form of fees; 5-10+ hours/week during normal trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-25 |
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