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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-21 |
Branch Locations
40 Wall Street, 27Th Floor, Suite 2704-A, New York, NY 10005 • United States
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Equities, Inc. | New York | NY | 06/2015 | 05/2017 |
| Cgm Group Llc | New York | NY | 02/2015 | 05/2017 |
| Jpmorgan Chase Bank | New York | NY | 10/2017 | 11/2021 |
| Jpmorgan Securities Llc | New York | NY | 10/2017 | 11/2021 |
| Unemployed | Brooklyn | NY | 05/2017 | 09/2017 |
| Benchmark Investments, Llc | New York | NY | 11/2021 | 06/2023 |
| Realta Equities, Inc. | Wilmington | DE | 06/2023 | Present |
| Realta Investment Advisors, Inc. | Wilmington | DE | 06/2023 | Present |
(1) REGISTRANT IS PAID THROUGH CGM GROUP, LLC LOCATED AT 40 WALL STREET, STE 2704-A, NEW YORK, NY 10005; THIS IS THE ENTITY FROM WHICH THE BRANCH PAYS COSTS AND SALARY; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) REALTA INVESTMENT ADVISORS; 1201 N ORANGE STREET, SUITE 720, WILMINGTON, DE 19801; INVESTMENT ADVISOR REPRESENTATIVE; INVESTMENT ADVISORY BUSINESS; ADVISORY FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-30 |
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