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835 Main Street Building 200, Buda, TX 78610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-27 |
| ND | RA | APPROVED | 2023-08-14 |
| AZ | RA | APPROVED | 2023-08-11 |
| MO | RA | APPROVED | 2023-07-27 |
| TX | RA | APPROVED_RES | 2023-07-27 |
| CA | RA | APPROVED | 2023-07-26 |
Branch Locations
16220 N Scottsdale Road, Suite 440, Scottsdale, AZ 85254 • United States
835 Main Street Building 200, Buda, TX 78610 • 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 |
|---|---|---|---|---|
| Center Street Securities, Inc | Nashville | TN | 08/2015 | 07/2017 |
| Center Street Advisors, Inc | Nashville | TN | 08/2015 | 07/2017 |
| Kalos Capital | Alpharetta | GA | 07/2017 | 04/2020 |
| Kalos Management | Alpharetta | GA | 07/2017 | 04/2020 |
| Center Street Securities, Inc | Nashville | TN | 04/2020 | 07/2021 |
| Center Street Advisors, Inc. | Nashville | TN | 04/2020 | 07/2021 |
| Arete Wealth Management | Chicago | IL | 02/2021 | 07/2021 |
| Arete Wealth Advisors | Chicago | IL | 02/2021 | 07/2021 |
| Realta Equities, Inc. | Wilmington | DE | 07/2021 | Present |
| Coastal Investment Advisors | Wilmington | DE | 07/2021 | 12/2023 |
| Wealth Strategies Advisory Group | Scottsdale | AZ | 07/2021 | 12/2023 |
| Transce3Nd, Llc | Kyle | TX | 12/2023 | Present |
(1) REALTA EQUITIES INC. INVESTMENT RELATED, 1201 N ORANGE ST WILMINGTON DE 19801, BROKER-DEALER, REGISTERED REPRESENTATIVE, START 07/16/2021, APPROX 80 HOURS/MONTH, PROVIDING BROKERAGE PRODUCTS AND SERVICE TO CUSTOMERS. (2) INSURANCE AGENT; FIXED INSURANCE BUSINESS; LIFE AND ANNUITY; PROVIDE INSURANCE PRODUCT SOLUTIONS TO CLIENTS WHERE APPROPRIATE. INVESTMENT RELATED: 25 - 5 HOURS PER WEEK DURING NORMAL TRADING HOURS. (3) TRANSCE3ND, LLC; KYLE, TX; START: 12/2023; RIA ADVISORY BUSINESS; HTTPS://TRANSCENDIM.COM; INVESTMENT ADVISORY REPRESENTATIVE; FEE BASED COMPENSATION; 20 HOURS PER WEEK DURING NORMAL TRADING HOURS. (4) ROBERT L ANNABLE II PLC; 16220 N SCOTTSDALE ROAD, STE 440 SCOTTSDALE, AZ 85254; START: 4/2025; PERSONAL S-CORP FOR MANAGING BUSINESS REVENUE AND EXPENSES; OWNER; 40+ HOURS PER WEEK DURING NORMAL TRADING HOURS. (5) BREAKLINE WEALTH AND TAX, LLC: START: 2/2026; DBA; 16220 N. SCOTTSDALE ROAD, STE 440 SCOTTSDALE, AZ 85254; WWW.BREAKLINEWEALTHANDTAX.COM; OWNER AND WEALTH ADVISOR; COMMISSIONS; 5 HOURS PER MONTH DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-06 |
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