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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-31 |
Branch Locations
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Street Partners Llc | Austin | TX | 12/2013 | 01/2018 |
| Cary Street Partners Investment Advisory Llc | Austin | TX | 12/2013 | 01/2018 |
| Realta Equities, Inc. (Dba Cowand Wealth Management) | Wilmington | DE | 01/2018 | Present |
| Realta Investment Advisors, Inc. (Dba Cowand Wealth Management) | Wilmington | DE | 01/2018 | Present |
1. REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. 2. COWAND WEALTH MANAGEMENT. NATURE OF BUSINESS: DBA NAME. 40-60 HOURS PER WEEK,CURING TRADING HOURS. 3. PHO REAL ENTERPRISES; 468 HIDDEN VALLEY LANE COPPELL, TX 75019; START: 4/2025; LLC CREATED TO HOLD PRIVATE SHARES OF BEVERAGE BUSINESS; INVESTOR/MEMBER; NO COMPENSATION; 0 HOURS PER MONTH NONE DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-07-01 |
| S65 | Uniform Investment Adviser Law Examination | 2008-06-25 |
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