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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-12 |
| CA | RA | APPROVED | 2025-03-04 |
Branch Locations
1820 E Ray Road, Chandler, AZ 85225 • United States
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 |
|---|---|---|---|---|
| Dfpg Investments Inc | South Jordan | UT | 03/2015 | 08/2017 |
| Centaurus Financial, Inc | Anaheim | CA | 08/2017 | 05/2020 |
| Center Street Securities, Inc | Nashville | TN | 05/2020 | 04/2022 |
| Center Street Advisors, Inc. | Nashville | TN | 05/2020 | 04/2022 |
| Carmona Wealth | Rancho Mission Viejo | CA | 04/2022 | Present |
| Dillon Hall Insurance | Chandler | AZ | 10/2015 | Present |
| Emerson Equity, Llc | San Mateo | CA | 04/2022 | 07/2023 |
| Succession Planning Team | Indian Wells | CA | 08/2019 | Present |
| Arkadios Capital | Atlanta | GA | 07/2023 | 02/2025 |
| Arkadios Wealth Advisors | Atlanta | GA | 07/2023 | 02/2025 |
| Realta Investment Advisors, Inc. | Wilmington | DE | 02/2025 | Present |
| Realta Equities, Inc. | Wilmington | DE | 02/2025 | Present |
1) CARMONA WEALTH; DBA; INVESTMENT-RELATED; START: 8/2026; 1820 E RAY RD CHANDLER, AZ 85225; START: 4/2022; WWW.CARMONAWEALTH.COM; VICE PRESIDENT; COMMISSIONS; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. 2) DILLON HALL INSURANCE; NOT INVESTMENT RELATED; 1820 E RAY RD CHANDLER, AZ 85225; START: 10/2015; FIXED INSURANCE SALES; AGENT, COMMISSIONS; 0-1 HOURS PER WEEK NONE DURING NORMAL TRADING HOURS. 3) ESTATE PLANNING TEAM; INVESTMENT RELATED; 45110 CLUB DRIVE, STE B INDIAN WELLS, CA 92210; WWW.MYEPT.COM; EXPLAIN DEFERRED SALES TRUST TO INDIVIDUALS INTERESTED IN DEFERRING CAPITAL GAINS TAXES WITH THIS STRATEGY; COMPENSATION PERCENTAGE PAID IF MANAGE THE FUNDS IN DEFERRED SALES TRUST; 1-2 HOURS PER WEEK DURING NORMAL TRADING HOURS. 4)-REALTA INVESTMENT ADVISORS, INC.; INVESTMENT RELATED; 1201 N ORANGE STREET SUITE 729 WILMINGTON, DE 19801; START: 2/2025; WWW.REALTAWEALTH.COM; INVESTMENT ADVISORY SERVICES; INVESTMENT ADVISOR REPRESENTATIVE; FEES; 15 HOURS PER WEEK DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-04 |
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