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1025 Ohio Avenue, Palm Harbor, FL 34683 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-22 |
| FL | RA | APPROVED | 2024-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Boxx Llc Dba Crossfit Palm Harbor | Palm Harbor | FL | 05/2015 | 02/2017 |
| Gulf Coast Advisors, Inc. | Palm Harbor | FL | 05/2016 | 07/2024 |
| Veterans Ac & Heat Inc. | Palm Harbor | FL | 05/2016 | 03/2025 |
| Realta Equities, Inc. | Wilmington | DE | 05/2016 | 07/2024 |
| Realta Investment Advisors, Inc. | Wilmington | DE | 05/2016 | 07/2024 |
| Premier Private Wealth Management, Llc | Palm Harbor | FL | 07/2024 | Present |
| Saltwake Company | New Port Richey | FL | 01/2026 | Present |
1.) Saltwake Company: 4253 Perry Place, New Port Richey, FL 34652: Owner and CEO: January 2026 - Present |Boat charter, fishing charter and apparel company | Non-investment related | Devotes approximately 6-10 hours per month overseeing operations. 2.) Gulf Coast Advisors | 33920 US Highway 19 N, Suite 155, Palm Harbor, FL, 34684 | Owner | May 2016 to Present | Non-investment related |Holding company for the purpose of real estate property |Devotes limited time, during normal trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-03 |
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