Johnny Borrelli

Current Employers

Employment History

• 11/2014 → 10/2017
  Us Bank
  Stevenson Ranch, CA
• 05/2011 → 11/2020
  Berkshire Hathaway Home Services
  Valencia, CA
• 10/2018 → 11/2020
  Nylife Securities Llc
  Woodland Hills, CA
• 09/2018 → 10/2020
  New York Life Insurance Company
  Woodland Hills, CA
• 07/2017 → 09/2018
  Centaurus Financial, Inc.
  Canoga Park, CA
• 11/2018 → 11/2020
  Eagle Strategies Llc
  Woodland Hills, CA
• 11/2020 → 05/2023
  Bangerter Financial Services, Inc.
  Roseville, CA
• 10/2020 → 11/2023
  Concorde Investment Services, Llc
  Livonia, MI
• 12/2017 → 09/2018
  Centaurus Financial, Inc.
  Canoga Park, CA
• 10/2020 → 12/2022
  Highland Partners
  Piedmont, CA
• 11/2020 → 11/2023
  Coordinated Concepts, Llc
  Roseville, CA
• 06/2020 → 09/2020
  Mckeown Law, Llp
  San Diego, CA
• 05/2023 → 11/2023
  Concorde Asset Management
  Livonia, MI
• 11/2023 → 07/2026
  Realta Equities, Inc.
  Wilmington, DE
• 11/2023 → 07/2026
  Realta Investment Advisors, Inc.
  Wilmington, DE
• 07/2026 → Present
  Crescent Securities Group, Inc.
  Plano, TX

Previous Registrations

• 2023-11-30 → 2026-07-07
  Realta Investment Advisors, Inc
  Wilmington, DE
  Plano, TX
  Wylie, TX
• 2020-11-12 → 2023-12-07
  Bangerter Financial Services, Inc.
  Roseville, CA
• 2023-06-02 → 2023-12-01
  Concorde Asset Management, Llc
  Ann Arbor, MI
  Plano, TX
• 2018-11-29 → 2020-11-02
  Eagle Strategies Llc
  Woodland Hills, CA
• 2017-12-12 → 2018-09-14
  Centaurus Financial, Inc.
  West Hills, CA
  Anaheim, CA

Other Businesses

1) Access Comp and Pen Benefits, LLC. Not investment related. 311 Mandarin Circle Wylie, TX 75098. Veterans disability compensation claims. Operations, Claims Support. 11/2020. 20 hours/month, 10 during trading hours. Help answer process questions, submit documents and paperwork regarding VA claims. 2) 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; 311 Mandarin Circle Wylie, TX 75074; 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. 3) Amienzo Dream LLC dba The Borrelli Report; start: 5/1/2026; 311 Mandarin Circle Wylie, TX 75098; Owner/Managing Member; Retirement tax education content newsletter, and consumer software (The Borrelli Report); 30 hours per month none during normal trading hours. 4) Onyx Alpha Advisory; start: 5/21/2026; Not Investment Related; 311 Mandarin Circle Wylie, TX 75098; Investment Advisory dba - retirement tax planning, roth conversion, and distribution strategy via RealtaWealth; 15 hours per month during normal trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-10