Skip Massengill

Current Employers

Employment History

• 05/2009 → 04/2017
  Robert W. Baird & Co.
  Blue Bell, PA
• 06/2017 → Present
  Realta Equities, Inc.
  Wilmington, DE
• 06/2017 → Present
  Realta Investment Advisors, Inc.
  Wilmington, DE

Previous Registrations

• 2009-05-26 → 2017-04-07
  Robert W. Baird & Co. Incorporated
  West Conshohocken, PA
  Philadelphia, PA
  Sentry Park, PA
• 2003-12-19 → 2009-04-06
  Td Wealth Management Services Inc.
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA

Other Businesses

1. 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. 2. MINORITY OWNER OF RETIREMENT EDUCATIONAL INSTITUTE (REI), OWNED BY REI-CRE, LLC. REI-CRE LLC AND REI ARE NOT INVESTMENT RELATED. 3. PHILADELPHIA ESTATE PLANNING COUNCIL; LOCATED AT P.O. BOX 579 MOORESTOWN, NJ 08057; NATURE OF ENTITY: PHILADELPHIA ESTATE PLANNING COUNCIL ASSOCIATION OF ESQ,CPA, BANKERS, BROKERS THAT ARE INVOLVED IN THE ESTATE AREAS RESPONSIBILITIES IN THIS ROLE: COMMITTEE MEMEBER AT NON BOARD LEVEL RECENTLY HAVE BEEN ELECTED AS CO-CHAIR OF ETHICS COMMITTEE AT NON BOARD LEVEL; 2 HOURS PER MONTH, NOT DURING TRADING HOURS. 4. BOARD MEMBER OF POP WANER FOOTBALL (YOUTH FOOTBALL); NO COMPENSATION; 1 HOUR PER MONTH, NOT DURING TRADING HOURS. 5. BOARD MEMBER OF LIFEQUEST (NURSING HOME); LQ.ORG; NO COMPENSATION; 1 HOUR PER MONTH, NOT DURING TRADING HOURS. 6. enSource, Us LLC 400 Glyn Wynne Rd, Haverford, PA 19041 Nature of Entity: Book. Educational-based on retirement non sales Responsibilities in this role: Writing book Hours Devoted: limited and will be on own hours 7. TracDiem - Philadelphia, PA 19103 - RIA Services/Prospecting, client presentations, fee based/% of assets & flat rate 20+ hours per week during normal business hours 8. SecureUS; start: 12/2024; dba: Focus on FDIC Cash and CD investment management; Founder and CEO; Commissions and/or fees; 50 hours week during normal trading hours. 9. Myota Surriento; Not investment related; start: 8/22025; 400 Glyn Wynne Road Haverford, PA 19041; https://www.myota.io/bucketzero-platform; Cyber solution storage; Referral Fees; 10 hours per month some during normal trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-15
• S63 Uniform Securities Agent State Law Examination
  1981-11-13

Other Names

• Skip Jay Massengill