Best Investors
Account
Sign in
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-13 |
Branch Locations
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
1408 Piedmont Way, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-20 |
Reach out to this advisor