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698 N Maitland Avenue Ste 201, Maitland, FL 32751 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-13 |
| FL | RA | APPROVED | 2009-10-20 |
Branch Locations
698 N Maitland Avenue Ste 201, Maitland, FL 32751 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles C. Smith, Jr., P.A. | Orlando | FL | 05/1978 | Present |
| Delta Research Institute, Inc. | Orlando | FL | 01/1992 | Present |
| Delta Advisory Group, Inc. | Maitland | FL | 12/2009 | Present |
| Tuscan Gardens | Orlando | FL | 01/2015 | 12/2020 |
| Delta Realty Advisors, Inc. | Maitland | FL | 01/2010 | Present |
Charles C. Smith, Jr. P.A., owner, Clarence-Pelton, Ltd., general partner, Delta Research Institute, Inc., President and Director, Orlando, Florida - non-investment related consulting firms; approximate start date 01/1984; approximately 10 hours per month. Delta Realty Advisors, Inc; Maitland, Florida; CEO; non-investment related activity; real estate manager; approximate start date 01/2010; approximately 20 hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-02 |
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