Andrew Henry Dietz

Current Employers

Employment History

• 07/2013 → 06/2024
  Realta Equities, Inc.
  Wilmington, DE
• 07/2013 → 06/2024
  Realta Investment Advisors, Inc.
  Wilmington, DE
• 02/2024 → Present
  Monumental Wealth Llc
  Hunt Valley,, MD
• 06/2024 → Present
  Ifp Securities, Llc
  Tampa, FL
• 06/2024 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2013-07-29 → 2024-06-28
  Realta Investment Advisors, Inc
  Wilmington, DE
• 2008-07-11 → 2013-07-30
  Janney Montgomery Scott Llc
  Cockeysvill, MD
  Towson, MD
• 2001-04-23 → 2008-07-14
  Ferris, Baker Watts, Llc
  Hunt Valley, MD
  Hunt Valley, MD

Other Businesses

1) Innovative Mission Systems - not investment related - 201 International Circle, Suite 230 Hunt Valley, MD 21030 - Provides water monitoring solutions for companies and municipalities - Limited Partner - start date June 3, 2013 - 1 hour/month during trading - Guidance 2) True Purpose, Inc - not investment related - 201 International Circle, Suite 230 Hunt Valley, MD 21030 - Spiritual Leadership - Owner - start date April 21, 2024 - 5 hours/month - 1 hour/month during trading - Formation of Processes and Procedures 3) Advanced Wealth Solutions - investment related - 201 International Circle, Suite 230, Hunt Valley, MD 21030 - DBA - owner - start date May 15, 2024 - 1 hour/month during trading - Non Active RIA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-01
• S63 Uniform Securities Agent State Law Examination
  1996-07-19