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363 Route 46 West Suite 300, Fairfield, NJ 07004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-11-07 |
| TX | RA | APPROVED | 2018-10-31 |
Branch Locations
363 Route 46 West Suite 300, Fairfield, NJ 07004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Securities Financial Network, Llc | Fairfield | NJ | 04/2009 | 10/2018 |
| Realta Equities, Inc. | Wilmington | DE | 10/2018 | 04/2024 |
| Key Client Fiduciary Advisors, Llc | Fairfield | NJ | 10/2018 | Present |
| Realta Investment Advisors, Inc. | Wilmington | DE | 10/2018 | 04/2024 |
1. KEY CLIENT FIDUCIARY ADVISORS LLC; INVESTMENT-RELATED; FAIRFIELD, NJ; INVESTMENT ADVISER; INVESTMENT ADVISER REPRESENTATIVE; 10/2018; 50 HRS/MONTH; 4 HRS/DAY DURING TRADING HRS; PROVISION OF INVESTMENT ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-17 |
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