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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-17 |
Branch Locations
33302 Valle Road Suite 200, San Juan Capistrano, CA 92675 • United States
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pie Nation Pizzeria | Wildomar | CA | 08/2016 | 08/2020 |
| Rancho Car Wash | Temecula | CA | 06/2018 | 08/2019 |
| Docuserve Pro | Temecula | CA | 06/2018 | 10/2020 |
| Kachina Downtown | Flagstaff | AZ | 08/2019 | 05/2021 |
| Zsw Inc. | Dana Point | CA | 03/2020 | 08/2020 |
| Kachina Kitchen | Flagstaff | AZ | 05/2021 | 09/2021 |
| Aspen Valley Golf Course | Flagstaff | AZ | 05/2021 | 08/2021 |
| Dirty Birdies | Flagstaff | AZ | 08/2021 | 09/2021 |
| Vora Wealth Management Pllc | Flagstaff | AZ | 10/2021 | 02/2023 |
| Golden State Disposal | Dana Point | CA | 10/2021 | 12/2022 |
| Vora Wealth Management Pllc | Flagstaff | AZ | 02/2023 | 08/2023 |
| Fortify Inc | Bellemont | AZ | 05/2023 | Present |
| Equitable Advisors, Llc | New York | NY | 08/2023 | 09/2025 |
| Realta Equities, Inc. | Wilmington | DE | 09/2025 | Present |
| Realta Investment Advisors, Inc. | Wilmington | DE | 09/2025 | Present |
(1) FORTIFY, INC; START: 05/2023; NOT INVESTMENT RELATED; 2330 SOUCHAK DRIVE LAKE HAVASU CITY, AZ 86406; PRESIDENT/CEO; MANAGEMENT COMPANY; FLAT FEE/COMMISSIONS;; 40 HOURS PER WEEK SOME DURING NORMAL TRADING HOURS. (2) LIFESTIME NAVIGATORS; START: 09/2025; NOT INVESTMENT RELATED; 33302 VALLE RD STE 200 SAN JUAN CAPISTRANO, CA 92675; LIFETIMENAVIGATORS.COM/STRAVARIGROUP.COM; MARKET AND SELL SERVICES; COMMISSIONS; 10 HOURS PER MONTH SOME DURING NORMAL TRADING HOURS. (3) MORTGAGE LOAN ORIGINATOR; START: 09/2025; NOT INVESTMENT RELATED; 33302 VALLE RD STE 200 SAN JUAN CAPISTRANO, CA 92675; COMMISSIONS; KRISMCCULLOUGH.COM; ASSIST CLIENT WITH RESIDENTIAL MORTGAGE FINANCING; 80 HOURS MONTH SOME DURING NORMAL TRADING HOURS. (4) CUSTOM LIVING MANUFACTURED HOMES; START: 09/2025; NOT INVESTMENT RELATED; 33302 VALLE RD STE 200 SAN JUAN CAPISTRANO; CA 92675; CUSTOMLIVINGHOMES.COM; COMMISSIONS; SELL MANUFACTURED HOMES TO CLIENTS IN MOBILE HOME PARKS; 8 HOURS PER MONTH SOME DUIRNG NORMAL TRADING HOURS. (5) REALTA INVESTMENT ADVISORS, INC.; INVESTMENT RELATED; START: 9/2025; WWW.REALTAWEALTH.COM; INVESTMENT ADVISOR REPRESENTATIVE; INVESTMENT ADVISORY SERVICES; ADVISORY FEES; 5-10 HOURS PER WEEK DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-05 |
| S65 | Uniform Investment Adviser Law Examination | 2023-02-01 |
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