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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-11-25 |
Branch Locations
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
1853 William Penn Way Suite 19, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Realta Equities, Inc. | Wilmington | DE | 11/2013 | Present |
| Realta Investment Advisors | Wilmington | DE | 11/2013 | Present |
(1) NEW ERA WEALTH MANAGEMENT; 1853 WILLIAM PENN WAY, SUITE 19 LANCASTER, PA 17601; INVESTMENT RELATED; DBA; WWW.NEWERAWEALTHMGT.COM; COMMISSIONS/ADVISORY FEES; 160 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) REALTA INVESTMENT ADVISORS, INC.; INVESTMENT RELATED; 1201 N. ORANGE STREET STE 729 WILMINGTON, DE 19801; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FORM OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-14 |
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