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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-01-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Tahoe Financial Planning Llc | Reno | NV | 11/2006 | Present |
| Center Street Securities, Inc. | Nashville | TN | 06/2013 | 05/2023 |
| Center Street Advisors, Inc. | Nashville | TN | 04/2015 | 05/2023 |
| Cabin Securities, Inc | Overland Park | KS | 05/2023 | 01/2024 |
| Realta Equities, Inc. | Wilmington | DE | 01/2024 | Present |
| Realta Investment Advisors, Inc. | Wilmington | DE | 01/2024 | Present |
(1) Tahoe Financial Planning, LLC dba; Reno NV; President and Owner since 11/2006; Financial planning to include: securities sales, investment advisory, and fixed insurance; approximately 40+ hours per week during normal trading hours. (2) Realta Investment Advisors, Inc.; Wilmington, DE: start 01/2024; Investment Advisor Representative; www.realtawealth.com; Investment Advisory Business; advisory fees; 40 hours per week during normal trading hours. (3) Multiple insurance IMO's and carriers; Start: 03/2024; sale of fixed insurance products, fixed annuities, life insurance, and long-term care; Independent life insurance agent; Commissions; 40+ hours per week during normal trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-20 |
| S65 | Uniform Investment Adviser Law Examination | 2007-10-26 |
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