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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-28 |
Branch Locations
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-30 |
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