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Jennifer Diane Lander

Realta Investment Advisors, Inc

Dallas, TX

Wilmington, DE

CRD 6321163

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Employer firm

Realta Investment Advisors, Inc CRD 134952

$385M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Realta Investment Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-07
  • TX RA
    APPROVED
    Since 2023-07-07

Branch Locations

C/O Jennifer Lander Pmb #1709 5956 Sherry Lane, 20Th Floor, Dallas, TX 75225 • United States

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

Disclosures

1 disclosure category 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Titan Securities Addison TX 04/2014 06/2023
Realta Equities, Inc. Wilmington DE 06/2023 Present
Realta Investment Advisors, Inc. Wilmington DE 07/2023 Present
  • 04/2014 → 06/2023
    Titan Securities
    Addison, TX
  • 06/2023 → Present
    Realta Equities, Inc.
    Wilmington, DE
  • 07/2023 → Present
    Wilmington, DE
Previous Registrations
  • 2015-11-16 → 2023-06-30
    Titan Securities
    Rowlett, TX
    Plano, TX
    Plano, TX
    Plano, TX
Other Businesses

(1) DBA: LONESTAR WEALTH ADVISORS. ALL HOURS ARE DURING TRADING HOURS. (2) LICENSED TO SELL FIXED INSURANCE PRODUCTS IN TEXAS. START DATE - 9-13-2014. ADDRESS: 4428 HYER STREET, DALLAS, TX 75205. DOES NOT INTERFERE WITH OTHER DUTIES. NOT INVESTMENT RELATED. (3) 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
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-01
  • S66 Uniform Combined State Law Examination
    2014-05-01
Other Names
  • Jennifer Diane Miller

View on SEC IAPD

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