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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-08 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Glen Rock, PA • 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 |
|---|---|---|---|---|
| Realta Equities, Inc. | Wilmington | DE | 06/2015 | 06/2024 |
| Realta Investment Advisors, Inc. | Wilmington | DE | 06/2015 | 06/2024 |
| Ifp Securities, Llc | Tampa | FL | 06/2024 | Present |
| Independent Financial Partners | Tampa | FL | 06/2024 | Present |
(1) Shenk Distribution - not investment related - 3032 Seven Valleys Rd Glen Rock, PA - Distribution of shot shell ammunition - Consultant - start date Sept. 1, 2023 - I have no day to day responsibilities. I am only an investor that could receive income from the sale of the products produced. (2) Shenk Capital Management – investment related – 3032 Seven Valleys Rd., Glen Rock, PA 17327 – DBA for Shenk Wealth Solutions – agent – start date Aug 13, 2026 – 1 hour/month (1 during trading hours) – performs administrative duties related to the DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-22 |
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