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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-08-02 |
Branch Locations
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Alaska Airlines | Seattle | WA | 05/1990 | Present |
| Titan Securities | Dallas | TX | 03/2010 | 06/2023 |
| Realta Equities, Inc. | Wilmington | DE | 06/2023 | Present |
| Realta Investment Advisors, Inc. | Wilmington | DE | 06/2023 | Present |
1) INSURANCE SALES; FIXED, TERM OR EQUITY INDEX INSURANCE PRODUCTS; COMMISSIONS; 5 HOURS OR LESS PER WEEK SOME DURING NORMAL TRADINGHOURS. INSURANCE LICENSED SINCE 1981. 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.. 3) ALASKA AIRLINES: SEATAC, WA; FLIGHTATTENDANT; COMPENSATION BASED ON TIME ON DUTY; 8 HOURS PER WEEK (1 FLIGHT PER WEEK) SOME DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-12 |
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