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Current Employers
Realta Investment Advisors, Inc

1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-10
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2019 → 12/2019
    Megatel Capital Investment
    Farmers Branch, TX
  • 10/2017 → 02/2019
    Advisor'S Resource Company
    Coppell, TX
  • 07/2019 → 12/2019
    International Assets Advisory, Llc
    Farmers Branch, TX
  • 08/2012 → 12/2017
    University Of Oklahoma
    Norman, OK
  • 11/2020 → 06/2021
    Ascendant Alternative Strategies
    New York, NY
  • 02/2020 → 11/2020
    Extend
    San Francisco, CA
  • 05/2023 → 12/2023
    Transamerica Financial Advisors, Inc
    Plano, TX
  • 04/2023 → 12/2023
    World Financial Group, Inc.
    Plano, TX
  • 01/2023 → 03/2025
    Megatel
    Dallas, TX
  • 07/2022 → 12/2022
    Apollo Funding Partners
    Austin, TX
  • 06/2021 → 06/2022
    Tandem Wealth Advisors Llc
    Phoenix, AZ
  • 11/2020 → 05/2021
    Kensington Asset Management
    Austin, TX
  • 02/2020 → 10/2020
    Extend
    San Francisco, CA
  • 03/2019 → 01/2020
    Megatel
    Dallas, TX
  • 07/2022 → 01/2023
    Unemployed
    Phoenix, AZ
  • 12/2023 → 03/2025
    International Assets Advisory, Llc
    Orlando, FL
  • 03/2025 → Present
    Realta Equities, Inc.
    Wilmington, DE
  • 03/2025 → Present
    Wilmington, DE
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-09
  • S66 Uniform Combined State Law Examination
    2021-09-09
Other Names
  • Stanley William Smrke
  • Stanley Smrke

View on SEC IAPD

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