Jacob Harvey

Current Employers

Realta Investment Advisors, Inc

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

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2022-08-17

MO RA
APPROVED

Since 2022-08-17

Branch Locations

Neosho, MO • United States

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

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Burch Insurance	Springfield	MO	03/2013	12/2016
Contineo Advisors, Llc	Springfield	MO	03/2014	12/2021
Missouri Valley Reit	Nixa	MO	01/2014	11/2017
Jcc Advisors Llc	Laguna Niguel	CA	01/2017	01/2020
Resource Royalty Llc	Dallas	TX	01/2018	10/2019
Concorde Investment Services, Llc	Livonia	MI	02/2020	08/2022
Realta Equities, Inc.	Wilmington	DE	08/2022	Present
Realta Investment Advisors, Inc.	Wilmington	DE	08/2022	Present

03/2013 → 12/2016

Burch Insurance

Springfield, MO
03/2014 → 12/2021

Contineo Advisors, Llc

Springfield, MO
01/2014 → 11/2017

Missouri Valley Reit

Nixa, MO
01/2017 → 01/2020

Jcc Advisors Llc

Laguna Niguel, CA
01/2018 → 10/2019

Resource Royalty Llc

Dallas, TX
02/2020 → 08/2022

Concorde Investment Services, Llc

Livonia, MI
08/2022 → Present

Realta Equities, Inc.

Wilmington, DE
08/2022 → Present

Realta Investment Advisors, Inc.

Wilmington, DE

Previous Registrations

2020-04-02 → 2022-08-16

Concorde Asset Management, Llc

Ann Arbor, MI
2016-01-07 → 2017-01-18

International Assets Investment Management, Llc

Springfield, MO
2015-02-27 → 2015-12-31

International Assets Investment Management, Llc

Springfield, MO

Orlando, FL

Other Businesses

1) 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. 2) TAX ALPHA COMPANITES; NOT INVESTMENT RELATED; START: 11/2023; TAX STRATEGY TO HNW INDIVIDUALS, CPAS ATTORNEYS AND OTHER COIS; WWW.TAXALPHACOMPANIES.COM; ADMINISTRATIVE, OPERATIONAL TASKS AND INVESTOR RELATIONS; SALARY; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-02-26

S66 Uniform Combined State Law Examination

2015-02-26

Other Names

Jacob Harvey
Jacob Isaiah Harvey

View on SEC IAPD