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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-04 |
Branch Locations
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swbc Investment Services, Llc | San Antonio | TX | 05/2007 | 06/2019 |
| Swbc Investment Advisory Services Llc | Austin | TX | 03/2011 | 07/2019 |
| Unemployed | San Antonio | TX | 07/2019 | 10/2020 |
| Frost Brokerage Services | San Antonio | TX | 01/2022 | 08/2022 |
| Sanctuary Wealth | San Antonio | TX | 10/2020 | 10/2021 |
| Unemployed | San Antonio | TX | 10/2021 | 01/2022 |
| Social Invstr | San Antonio | TX | 11/2022 | 02/2024 |
| Unemployed | San Antonio | TX | 02/2024 | 03/2024 |
| Bristal Lane Group | Carmel | IN | 03/2024 | 08/2025 |
| Realta Equities, Inc. | Wilmington | DE | 08/2025 | Present |
| Realta Investment Advisors, Inc. | Wilmington | DE | 08/2025 | Present |
REALTA INVESTMENTMENT ADVISORS, INC.; INVESTMENT RELATED: START: 8/2025; 1201 N ORANGE ST STE 729 WILMINGTON, DE 19801; INVESTMENT ADVISORY SERVICES; CCO; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-25 |
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