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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-06 |
Branch Locations
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Bradenton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Wealth Partners | Lexington | MA | 06/2023 | 02/2026 |
| Gulf Coast Wealth Advisors | Sarasota | FL | 05/2019 | 12/2022 |
| Northern Business Machines | Burlington | MA | 05/2022 | 08/2022 |
| Automotive Armor Manufacturing | Palmetto | FL | 05/2020 | 05/2021 |
| Saint Stephens Episcopal School | Bradenton | FL | 08/2015 | 05/2019 |
| Babson College | Wellesley | MA | 08/2019 | 05/2023 |
| Lpl Financial | Lexington | MA | 12/2023 | 02/2026 |
| Realta Equties, Inc. | Wilmington | DE | 02/2026 | Present |
| Realta Investment Advisors, Inc. | Wilmington | DE | 02/2026 | Present |
(1) GULF COAST WEALTH ADVISORS; START: 2/2026; 2033 MAIN ST STE 103 SARASOTA, FL 32237; INVESTMENT RELATED; HTTPS://GULFCOASTWEALTHADVISORS.COM;SALARY/COMMISSIONS; FINANCIAL PLANNING AND INVESTMENT STRATEGY; REGISTERED ASSISTANT; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) REALTA INVESTMENT ADVISORS, INC.; START: 2/2026; 1201 N ORANGE ST STE 729 WILMINGTON, DE 19801; INVESTMENT RELATED: WWW.REALTAWEALTH.COM; SALARY; INVESTMEADVISORY SERVICES; REGISTERED ASSISTANT; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS (3) LABELLE CAPITAL, LLC: START: 4/13/2026; INVESTMENT RELATED: 1818 WHEATHOUSE PLACE BREADENTON, FL 34211; FINANCIAL PLANNING MANAGER/SOLE MEMBER; FEE BASED COMPENSATION; 160 HOURS PER MONTH NONE DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-07 |
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