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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-02-26 |
Branch Locations
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Atlanta | GA | 08/2002 | 01/2019 |
| Raymond James Financial Services Advisors, Inc | Atlanta | GA | 01/2009 | 01/2019 |
| Gustafson Financial Services, Inc. | Atlanta | GA | 01/2011 | 01/2019 |
| Realta Equities, Inc. | Wilmington | DE | 02/2019 | Present |
| Realta Investment Advisors, Inc. | Wilmington | DE | 02/2019 | 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) DBA HOGANAS WEALTH ADVISORS. 3) THURE GUSTAFSON - CERTIFIED EXIT PLANNING ADVISOR (CEPA); 92 26TH STREET, ATLANTA, GA 30309; INDEPENDENT BUSINESS CONSULTANT; COMPENSATION: CONSULTING FEES FROM CLIENT ENGAGEMENTS; 4 TO 8 HOURS PER WORK DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-26 |
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