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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-02-05 |
Branch Locations
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Ashburn, VA • United States
3 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Washington | DC | 03/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 11/2016 | 10/2018 |
| Realta Equities, Inc. | Wilmington | DE | 12/2018 | Present |
| Realta Investment Advisors, Inc. | Wilmington | DE | 12/2018 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-09 |
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