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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-02 |
| IL | RA | APPROVED | 2022-07-06 |
Branch Locations
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
21720 W Long Grove Road Suite C 411, Deer Park, IL 60047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Airlines Credit Union | Rosemont | IL | 09/2015 | 10/2017 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2015 | 10/2017 |
| Cetera Investment Advisers Llc | Rosemont | IL | 09/2015 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Deer Park | IL | 10/2017 | 09/2020 |
| Bank Of America, N.A. | Deer Park | IL | 02/2018 | 09/2020 |
| Kestra Investment Services, Llc | Palatine | IL | 09/2020 | 07/2022 |
| Kestra Private Wealth Services, Llc | Palatine | IL | 09/2020 | 07/2022 |
| Realta Equities, Inc. | Wilmington | DE | 07/2022 | Present |
| Realta Investment Advisors, Inc. | Wilmington | DE | 07/2022 | Present |
(1) Quantas Group, LLC; 21720 W Long Grove Road, Suite C 411 Deer Park, IL 60010; dba for marketing purposes; www.quantas.group; owner; revenue generated by management fees and commissions for transactional business; 40 hours per week during normal trading hours. (2) Realta Investment Advisors, Inc.; 1201 N Orange St Ste 729 Wilmington, DE 19801; Investment Advisory Services; Investment Advisor Representative; www.realtawealth.com. (3) Quantus Group, LLC; 21720 W Long Grove Rd, Suite C 411 Deer Park, IL 60010; tax benefits through life insurance products; www.quantas.group; advise on securities that involve tax benefits and refer clients to service providers such as accounting firms; Planning fees; 20 hours per week during normal trading hours. (4) Peak Pro; start: 6/2022; Not Investment Related; 7979 E Tufts Avenue Ste 1050 Denver, CO 80237; Fixed Insurance Sales; Commissions; 10 hours per month none during normal trading hours. (5) Qompound, LLC; start: 1/2026; Not Investment Related; 16192 Coastal Highway Lewes, DE 19958; SaaS-based platform to deliver tax advisory strategies to high income earners; Managing Member; No compensation; 10 hours per month none during normal trading hours. (6) Quantus Insurance Solutions, Inc.; start: 4/2025; Not Investment related; 21720 Long Grove Rd Ste C 411 Deer Park, IL 60010; Fixed life insurance sales; Managing Member; Commissions; 10 hours per month none during normal trading hours. (7) Quantus Group, LLC; start: 10/2025; Not Investment Related; 21720 W Long Grove Rd Suite C 411 Deer Park, IL 60010; Entity set up to process employee benefits; Managing Member; No compensation; 0+ hours per month none during normal trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-20 |
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