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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-06-18 |
Branch Locations
2350 Freedom Way Suite 101, York, PA 17402 • United States
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lancaster | PA | 03/2009 | 06/2018 |
| Raymond James Financial Services Advisors Inc. | Lancaster | PA | 03/2009 | 06/2018 |
| Faa Core Strategies | Lancaster | PA | 06/2012 | 06/2018 |
| Fulton Financial Corporation | Lancaster | PA | 03/2009 | 06/2018 |
| Core Strategies | Lancaster | PA | 01/2012 | 06/2018 |
| Fulton Financial Advisors | Lancaster | PA | 09/2017 | 06/2018 |
| Realta Equities, Inc. | Wilmington | DE | 06/2018 | Present |
| Realta Investment Advisors, Inc. | Wilmington | DE | 06/2018 | Present |
1. 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. 2. DBA NAME OF NEW ERA WEALTH MANAGEMENT; OPERATOR OF MARKETING & OWNER; 10 HOURS PER WEEK, DURING TRADING HOURS. THIS IS MERELY BRANDING AND BUILDING A MARKETING PLATFORM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-21 |
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