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5 Cowboys Way Suite 300, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clairalpha Advisors Llc | Richardson | TX | 03/2026 | Present |
| American Legacy Solutions | Santa Ana | CA | 05/2020 | 02/2024 |
| World Financial Group | Orange | CA | 12/2018 | 05/2020 |
| Amr | Rancho Cucamonga | CA | 02/2012 | 12/2018 |
| Brokers International Financial Services | Santa Ana | CA | 01/2023 | 11/2023 |
| Inspire Advisors | Celina | TX | 12/2023 | 02/2024 |
| Inspire Insurance, Llc | Celina | TX | 02/2024 | 11/2024 |
| Munoz Financial, Llc | Celina | TX | 02/2024 | 11/2024 |
| Realta Equities, Inc. | Wilmington | DE | 02/2025 | Present |
| Transc3Nd | Kyle | TX | 11/2024 | 01/2026 |
| Realta Investment Advisors, Inc. | Wilmington | DE | 01/2026 | Present |
(1) Realta Investment Advisors, Inc.; Investment Related: start: 1/2026; 1201 N Orange St Ste 729 Wilmington, DE 19801; https://realtawealth.com; Investment Advisory Services; Advisory Fees; Investment Advisor Representative; 10 hours per week some during normal trading hours. (2) Trinity Tax Strategies, LLC; start: 11/2025; 1100 W Campbell Road Ste 203 Richardson, TX 75080; Investment Related: www.trinitytaxstrategies.com; Tax Consulting; Flat Fee; 20 hours per month during normal trading hours. (3) Trinity Wealth Advisors; start: 1/2023; 1100 W. Campbell Road Ste 203 Richardson, TX 75080; Investment Related: no website; dba; Flat Fee/Commissions; 20 hours per month during normal trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-09 |
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