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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-20 |
Branch Locations
12671 High Bluff Dr Ste 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities | San Diego | CA | 12/2013 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 12/2013 | 11/2020 |
| Cetera Adviser Networks Llc | El Segundo | CA | 12/2013 | 10/2024 |
| Cetera Advisors Llc | Denver | CO | 12/2013 | 10/2024 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 12/2013 | 10/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 12/2013 | 10/2024 |
| Summit Brokerage Services, Inc. | Boca Raton | FL | 12/2013 | 12/2019 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | 10/2024 |
| Realta Equities, Inc. | Wilmington | DE | 10/2024 | 02/2025 |
| Realta Investment Advisors, Inc. | Wilmington | DE | 10/2024 | 02/2025 |
| Independent Financial Group, Llc | San Diego | CA | 02/2025 | Present |
REALTA INVESTMENT ADVISORS, INC.; START: 10/2024; 1201 N ORANGE ST, STE 729 WILMINGTON, DE 19801; INVESTMENT ADVISOR REPRESENTATIVE; INVESTMENT ADVISORY SERVICES; WWW.REALTAWEALTH.COM; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-06 |
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