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Current Employers
Realta Investment Advisors, Inc

1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-05-29
  • IL RA
    APPROVED
    Since 2026-05-29

Branch Locations

Chicago, IL • United States

1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Southfield MI 09/2003 05/2026
Realta Equities, Inc. Wilmington DE 05/2026 Present
Realta Investment Advisors, Inc. Wilmington DE 05/2026 Present
Zacks Investment Research Chicago IL 05/2009 08/2022
Zacks Investment Management Chicago IL 08/2022 05/2026
Lbmz Securities, Inc. Chicago IL 09/2023 05/2026
  • 09/2003 → 05/2026
    Nylife Securities
    Southfield , MI
  • 05/2026 → Present
    Realta Equities, Inc.
    Wilmington, DE
  • 05/2026 → Present
    Wilmington, DE
  • 05/2009 → 08/2022
    Zacks Investment Research
    Chicago, IL
  • 08/2022 → 05/2026
    Zacks Investment Management
    Chicago, IL
  • 09/2023 → 05/2026
    Lbmz Securities, Inc.
    Chicago, IL
Previous Registrations
Other Businesses

(1) REALTA INVESTMENT ADVISORS, INC.; START: 5/2026; INVESTMENT RELATED; 1201 N. ORANGE STREET STE 729 WILMINGTON, DE 19801; INVESTMENT ADVISOR REPRESENTATIVE; INVESTMENT ADVISORY BUSINESS; ADVISORY FEES; 0+ HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) A2 INVESTMENT PARTNERS; START: 5/2026; INVESTMENT RELATED; 4316 N MENARD AVE CHICAGO, IL 60634; WHOLESALE BUSINESS; SALES; COMMISSIONS; 168 HOURS PER MONTH DURING NORMAL TRADING HOURS. (3) A2 TECHNOLOGY PARTNERS; START: 8/2026; NOT INVESTMENT RELATED; 4316 N MENARD AVE CHICAGO, IL 60624; PARTNER/COFOUNDER - TECHNOLOGY CONSULTING DISTRIBUTION; COMMISSION; 30 HOURS PER MONTH NONE DURING NORMAL TRADING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-02-05
S65 Uniform Investment Adviser Law Examination 2022-09-23
  • S63 Uniform Securities Agent State Law Examination
    2024-02-05
  • S65 Uniform Investment Adviser Law Examination
    2022-09-23
Other Names
  • Bill Cady Edwards
  • William Cady Edwards
  • William Cady Edwards

View on SEC IAPD

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