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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-10 |
Branch Locations
12400 Coit Road Suite 550, Dallas, TX 75243 • 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 |
|---|---|---|---|---|
| Megatel Capital Investment | Farmers Branch | TX | 03/2019 | 12/2019 |
| Advisor'S Resource Company | Coppell | TX | 10/2017 | 02/2019 |
| International Assets Advisory, Llc | Farmers Branch | TX | 07/2019 | 12/2019 |
| University Of Oklahoma | Norman | OK | 08/2012 | 12/2017 |
| Ascendant Alternative Strategies | New York | NY | 11/2020 | 06/2021 |
| Extend | San Francisco | CA | 02/2020 | 11/2020 |
| Transamerica Financial Advisors, Inc | Plano | TX | 05/2023 | 12/2023 |
| World Financial Group, Inc. | Plano | TX | 04/2023 | 12/2023 |
| Megatel | Dallas | TX | 01/2023 | 03/2025 |
| Apollo Funding Partners | Austin | TX | 07/2022 | 12/2022 |
| Tandem Wealth Advisors Llc | Phoenix | AZ | 06/2021 | 06/2022 |
| Kensington Asset Management | Austin | TX | 11/2020 | 05/2021 |
| Extend | San Francisco | CA | 02/2020 | 10/2020 |
| Megatel | Dallas | TX | 03/2019 | 01/2020 |
| Unemployed | Phoenix | AZ | 07/2022 | 01/2023 |
| International Assets Advisory, Llc | Orlando | FL | 12/2023 | 03/2025 |
| Realta Equities, Inc. | Wilmington | DE | 03/2025 | Present |
| Realta Investment Advisors, Inc. | Wilmington | DE | 03/2025 | Present |
(1) Montego Minerals LLC; Investment Related; 12400 Coit Rd Ste 550 Dallas, TX 75251; montegominerals.com; Oil & Gas; Executive Vice President; Raise capital for investment funds via Reg D offerings; 40 hours per week during normal trading hours. (2) Realta Investment Advisors, Inc.; 1201 N Orange St Ste 729 Wilmington, DE 19801; www.realtawealth.com; Investment Advisory Services, Investment Advisory Representative; Start: 03/2025; 40 hours per week during normal trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-09 |
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