Dan Holzer

Current Employers

Realta Investment Advisors, Inc

1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2022-09-08

CA RA
APPROVED

Since 2022-09-08

Branch Locations

San Diego, CA • United States

1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Emerson Equity Llc	San Mateo	CA	11/2013	09/2022
Alternative Investment, Inc.	San Diego	CA	01/2016	Present
Realta Equities, Inc.	Wilmington	DE	09/2022	Present
Realta Investment Advisors, Inc.	Wilmington	DE	09/2022	Present

11/2013 → 09/2022

Emerson Equity Llc

San Mateo, CA
01/2016 → Present

Alternative Investment, Inc.

San Diego, CA
09/2022 → Present

Realta Equities, Inc.

Wilmington, DE
09/2022 → Present

Realta Investment Advisors, Inc.

Wilmington, DE

Previous Registrations

2010-07-13 → 2011-06-15

Wells Fargo Clearing Services, Llc

San Diego, CA

Other Businesses

(1) ALTERNATIVE INVESTMENT, INC.; INVESTMENT RELATED: 13589 FOXGLOVE WAY, SAN DIEGO, CA 92130; REAL ESTATE INVESTING; WWW.ALTINVESTINC.COM; CEO; COMPENSATION IN T HE FORM OF SALARY; 30 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) 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.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-07-12

S66 Uniform Combined State Law Examination

2010-07-12

Other Names

Dan John Holzer

View on SEC IAPD