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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
500 Laterraza Blvd Suite 150, Escondido, CA 92069 • 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 |
|---|---|---|---|---|
| Income Pros Financial & Insurance Solutions | San Diego | CA | 09/2011 | Present |
| Center Street Advisors, Inc | Nashville | TN | 01/2015 | 12/2023 |
| Center Street Securities, Inc. | Nashville | TN | 01/2015 | 12/2023 |
| Arete Wealth Advisors, Llc | Chicago | IL | 03/2023 | 12/2023 |
| Realta Equities, Inc. | Wilmington | DE | 12/2023 | Present |
| Realta Investment Advisors, Inc. | Wilmington | DE | 12/2023 | Present |
1) DBA INCOME PROS FINANCIAL AND INSURANCE SOLUTIONS, 500 LA TERRAZA BLD SUITE 150, ESCONDIDO, CA 92025, IAR AND INSURANCE AGENT, ADVISORY BUSINESS AND INSURANCE SALES, STARTED 9/2011, HTTPS://WWW.MYINCOMEPROS.COM/, COMMISSIONS; 40+ HOURS PER WEEK DURING NORMAL TRADING HOURS. 2) REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. 3) EBAY STORE: SUMO SLAMS DEALS; SAN MARCOS, CA; EBAY FLIPPING BUSINESS; EBAY WEBSITE; PROFITS; 10 HOURS PER WEEK DURING NON-TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-06 |
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