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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
| WA | RA | APPROVED | 2015-04-24 |
Branch Locations
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
3120 139Th Avenue, Se Suite 500, Bellevue, WA 98005 • 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 |
|---|---|---|---|---|
| Realta Equities, Inc. | Wilmington | DE | 03/2015 | Present |
| Realta Investment Advisors, Inc. | Wilmington | DE | 03/2015 | Present |
(1) PORTER ADVISORY GROUP; INVESTMENT RELATED; SAMMAMISH, WA; MAY 2002; 0-120 HRS/MO; STOCK BROKER DBA (2) 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-29 |
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