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Current Employers
Realta Investment Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-01-28
  • NY RA
    APPROVED
    Since 2025-01-28

Branch Locations

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

New York, NY • 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
Slack San Diego CA 10/2022 04/2024
Peacock Los Angeles CA 01/2022 10/2022
Hulu Los Angeles CA 07/2019 01/2022
University Of Chicago Chicago IL 08/2015 06/2019
Realta Equities, Inc. Wilmington DE 10/2024 Present
Unemployed New York NY 04/2024 09/2024
Realta Investment Advisors, Inc. Wilmington DE 01/2025 Present
  • 10/2022 → 04/2024
    Slack
    San Diego, CA
  • 01/2022 → 10/2022
    Peacock
    Los Angeles, CA
  • 07/2019 → 01/2022
    Hulu
    Los Angeles, CA
  • 08/2015 → 06/2019
    University Of Chicago
    Chicago, IL
  • 10/2024 → Present
    Realta Equities, Inc.
    Wilmington, DE
  • 04/2024 → 09/2024
    Unemployed
    New York, NY
  • 01/2025 → Present
    Wilmington, DE
Other Businesses

(1) Cameron Financial Holdings, LLC; 12636 High Bluff Drive, Suite 300, San Diego, CA 92130; start date: 10/2024; private equity; camfinholdings.com; executive support, analytics, and operations, salary; 30 hours per week some during normal trading hours. (2) TS Financial, LLC; TS Financial is a retail advisory firm; dba for investment related business; www.tsfinancial.com; consulting work including website and marketing materials; commissions; 10 or less hours per week some during normal trading hours. (3) Investorlink; start: 1/2025; digital marketing consultancy, www.investorlink.com; COO, compensation: % of value of contract engaged in; 0-10 per week some during normal trading hours. (4) Realta Investment Advisors, Inc.; 1201 N Orange Street Ste 729 Wilmington, DE19801; start: 1/2025; Investment Advisor Representative; https://realtawealth.com; Investment Advisory Business; Advisory Fees; 1 hour per week during normal trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-04
S63 Uniform Securities Agent State Law Examination 2024-12-30
  • S66 Uniform Combined State Law Examination
    2025-01-04
  • S63 Uniform Securities Agent State Law Examination
    2024-12-30

View on SEC IAPD

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