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Current Employers
Realta Investment Advisors, Inc

1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-04-13
  • FL RA
    APPROVED
    Since 2023-04-13

Branch Locations

1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States

1408 Piedmont Way, Tallahassee, FL 32308 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guardian Life Insurance Company Tallahassee FL 01/2011 Present
Park Avenue Securities Tallahassee FL 03/2011 03/2023
Realta Equities, Inc. Wilmington DE 03/2023 Present
Realta Investment Advisors, Inc. Wilmington DE 03/2023 Present
  • 01/2011 → Present
    Guardian Life Insurance Company
    Tallahassee, FL
  • 03/2011 → 03/2023
    Park Avenue Securities
    Tallahassee, FL
  • 03/2023 → Present
    Realta Equities, Inc.
    Wilmington, DE
  • 03/2023 → Present
    Wilmington, DE
Previous Registrations
Other Businesses

1) Power of Attorney for my wife, Start: 09/02/2011, Address: 3903 Dunleer Ct Tallahassee, FL 32309, 0 total hours per month, not investment related, No compensation. 2) Ross Brannon Financial Advisor LLC-LLC used for tax and employment (staff) purposes, start: 11/07/2019, Address: 3664 Coolidge Ct, Tallahassee, FL 32311, 0 total hours per month, not investment related, No compensation. 3) Realta Investment Advisors, Inc., Start 3/14/2023, 1201 N. Orange Street, Ste 729 Wilmington, DE 19801, Investment Advisory Services, Investment Advisor Representative, www.realtawealth.com, Compensation: Advisory Fees, 50 hours per week during normal trading hours. 4) Brannon Equipment Rental, LLC, start: 12/22/2023, Purchasing heavy equipment to be added to equipment share platform, Owner, Compensation: Fee from rental equipment, 40 hours per week during normal trading hours. 5) Tax Alpha Title, LLC dba (to include all Tax Alpha Entities: Tax Alpha Solutions, LLC, Tax Alpha Title, LLC, and Tax Alpha Institute), not investment related, Plano, TX, start date 11/2023, educating CPAs, tax and real estate attorney's and investment advice to clients, www.taxalphatitle.com, Managing Director, commissions paid through the broker dealers and fees paid through the RIA, 40 hours per week during normal trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-15
S63 Uniform Securities Agent State Law Examination 2012-01-20
  • S65 Uniform Investment Adviser Law Examination
    2012-03-15
  • S63 Uniform Securities Agent State Law Examination
    2012-01-20
Other Names
  • Ross F Brannon
  • Ross Frederick Brannon

View on SEC IAPD

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