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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-27 |
Branch Locations
392 E. Winchester #110, Murray, UT 84107 • United States
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Sparta United | Sandy | UT | 09/2002 | 11/2023 |
| Sigma Financial Corporation | Ann Arbor | MI | 09/2015 | 04/2019 |
| Sigma Planning Corporation | Ann Arbor | MI | 09/2015 | 04/2019 |
| Concorde Investment Service, Llc | Livonia | MI | 04/2019 | 11/2023 |
| Concorde Asset Management, Llc | Livonia | MI | 04/2019 | 11/2023 |
| Bangerter Financial Services, Inc. | Roseville | CA | 08/2021 | 01/2024 |
| Windermere Commercial Real Estate | Salt Lake City | UT | 07/2020 | 07/2023 |
| Blue Sky Business Brokers | Sandy | UT | 09/2017 | 06/2018 |
| Dewitt Wealth Management, Llc | Salt Lake City | UT | 04/2019 | Present |
| Raymond Dewitt-Sole Proprietor | Salt Lake City | UT | 08/2012 | Present |
| Realta Equities, Inc. | Wilmington | DE | 11/2023 | Present |
| Coastal Investment Advisors, Inc. | Wilmington | DE | 11/2023 | 12/2023 |
| Realta Investment Advisors, Inc. | Wilmington | DE | 01/2024 | 01/2026 |
| Transce3Nd Llc | 392 E Winchester, Suite 110 | UT | 12/2025 | 02/2026 |
| Realta Investment Advisors, Inc. | Wilmington | DE | 02/2026 | Present |
1) Independent Licensed Insurance Agent/DeWitt Wealth Management, LLC; Life, LTC and DI Insurance; Life and Health licensed; commissions; 1 hours per week during trading hours. 2) DeWitt Family Trust; Investment related; Start date: May 2022; Hurricane, UT; My family trust owns my home and an Air BnB I own; Trustee; short term rental revenue; 5 hours per week during non-trading hours. 3) DeWitt Advisory Group, Inc.; Non-investment related; Start 01/01/2021; Sandy, UT; C corp used for tax purposes; Owner of C corp and will pay for "consulting" for tax purposes; funds come from personal income paid into this; 1 hours per week during non-trading hours. 4) Spark Realty; Non -investment related; 392 E Winchester #110, Murray UT 84107; Commercial Real Estate; sparkrealty.com; commission sales; 5 hours per week during trading hours. 5) DeWitt Wealth Management; Investment related; used for tax purposes. My airbnb revenue runs through this business; President; airbnb rental income; Own the home and LLC; 1 hours per week during non-trading hours. 6) 1031 DST Group dba; start: 1/2024; Murray, UT; www.1031dstgroup.com; President and Financial Advisors; Commissions and Fees; 50+ hours per week during normal trading hours. 7) Realta Investment Advisors, Inc.; Investment Related; start: 02/2026; 1201 N. Orange St Suite 729 Wilmington, DE 19801; Investment Advisory Services; www.realtawealth.com; Investment Advisor Representative; 40 hours per week during normal trading hours. 8) Safari Club International; start: 4/2024; Washington, DC; not investment related; wildlife conservation, hunting, fund raising for 503c; safariclub.org; Board of Directors seat; 5 hours per week during non-trading hours. 9) Wyoming Reserve; start: 7/2024; Casper, WY; www.thewyomingreserve.com; help raise aware and capital for the Wyoming Reserve; 1% of capital; 10 hours per week during normal trading hours. 10) IFlip Investments; 125 S King St Jackson, WY 83001; Software platform that uses AI to manage investments for individuals; www.iflipinvest.com; Board of Directors; Compensation in the form of Equity; 2 hours per week during normal trading hours. 11) VFO Group; 17207 N Perimeter Drive Scottsdale, AZ; dba; Partner; Commission and Fees; 40 hours per week during normal trading hours. 12) Soteria-360; Not Investment Related; 1065 SW 9th St #672 Miami, FL; RPM for hospital outpatient services and continued doctor-patient monitoring; www.soteria-360.com; Board of Directors, Investor, Help consult the firm on capital raising needs; Equity; Own 2% of company; 5 hours per week during normal trading hours. 13) Diamond Rock Hilltop Construction SA; Roatan, Honduras; Not Investment Related; start: 6/2025; construction development and real estate sales; roatancarribbeanliving.com; Real Estate and Commission; 5 hours per week some during normal trading hours. 14) Spotted Hawk Drilling; Investment Related; 700 Louisiana Street #3850 Houston, TX 77002; start: 11/2025; Selling direct participations/ownership in oil & gas royalty interests; Commissions; 10 hours per month during normal trading hours. 15) Lux Financial; Not Investment Related; start: 7/6/2026; 3301 N. Thanksgiving Way #475 Lehi, UT 84048; Solar Battery Tax Credit Program; Intro/Sales get referrals and commission; Fee Based; 3 hours per month none during normal trading hours. 16) Gilmore Development Corp; Investment Related; start: 7/2026; 217 Old Mill Bottom Road, Annapolis, MD 21409; Syndication Development Co.; Consultant/Advisory Board; Fee based; 10 hours per month none during normal trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-06 |
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