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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-15 |
Branch Locations
40 Wall Street 27Th Floor, Suite 2704-A, New York, NY 10005 • United States
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xgroup Retirement | Houston | TX | 01/2000 | Present |
| Realta Investment Advisors, Inc. | Wilmington | DE | 05/2026 | Present |
(1) NATIONAL LIFE GROUP; START: 2010; ONE NATIONAL LIFE DRIVE MONTPELIER, VT 10071; LIFE INSURANCE SALES; COMMISSIONS; 25 HOURS PER MONTH NONE DURING NORMAL TRADING HOURS. (2) F AND G LIFE; START: 2009; NOT INVESTMENT RELATED; 777 RESEARCH DRIVE LINCOLN, NE 68521; ANNUITY SALES; COMMISSIONS; 15 HOURS PER MONTH NONE DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-13 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-21 |
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