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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-02 |
| NY | RA | APPROVED | 2021-11-10 |
Branch Locations
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
500 7Th Avenue 8Th Floor, New York, NY 10018 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 02/2016 | 11/2020 |
| Coastal Equities, Inc. | Wilmington | DE | 11/2020 | 10/2022 |
| Realta Investment Advisors | Wilmington | DE | 11/2020 | Present |
| Realta Equities, Inc. | Wilmington | DE | 03/2026 | 03/2026 |
(1) COASTAL INDEPENDENT WEALTH ADVISORS/COASTAL INDEPENDENT ADVISORS; INVESTMENT RELATED; 500 7TH AVENUE, 8TH FLOOR NEW YORK, NY 10018; INVESTMENT ADVISORY SERVICES; WWW.COASTALINDEPENDENTADVISORS.COM AND COASTALINDEPENDENT.COM; DBA; INVESTMENT ADVISOR REPRESENTATIVE; COMPENSATION IN THE FORM OF COMMISSIONS; 60-70 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) HORN BUSINESS ADVISORS, LLC; START 12/2023; NOT INVESTMENT RELATED; 500 7TH AVENUE, 8TH FLOOR, NEW YORK, NY 10018; COST REDUCTION AND SAVINGS FOR BUSINESSES; SOLE MEMBER; COMMISSIONS; 10-20 HOURS PER WEEK DURING NORMAL TRADING HOURS. (3) REALTA INVESTMENT ADVISORS, INC.; INVESTMENT RELATED; START: 11/2020; 1201 N ORANGE STREET STE 729 WILIMINGTON, DE 19801; INVESTMENT ADVISORY SERVICES; INVESTMENT ADVISOR REPRESENTATIVE; FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-13 |
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