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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

Richard Willson Ranck

Advisor at REALTA INVESTMENT ADVISORS, INC

WILMINGTON, DE | Sunbury, OH

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Search this name across graphsid dfx:ria:46ece4b0-5545-35e8-945a-bb334cd8c07f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Mar 18, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: REALTA INVESTMENT ADVISORS, INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 28, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jul 28, 2003
First registration: Mar 18, 2004
Dual registered: yes, broker-dealer
Other names: RICHARD WILLSON RANCK|Richard Ranck
IAPD individual key: 4560178

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
REALTA INVESTMENT ADVISORS, INC	Bd affiliated wealth	Oct 16, 2025	n/a	yes	WILMINGTON, DE\|Sunbury, OH	Current employment
VALOR CONSULTING & DISTRIBUTION	n/a	Apr 9, 2025	Oct 16, 2025	no	SUNBURY, OH	Previous registration
BULLSEYE INVESTMENT MANAGEMENT, LLC	Independent wealth	Dec 8, 2022	May 23, 2023	no	CINCINNCIATI, OH\|Columbus, OH	Previous registration
VALOR CONSULTING & DISTRIBUTION, LLC	n/a	Mar 12, 2020	Dec 17, 2022	no	Sunbury, OH	Previous registration
FIRST TRUST DIRECT INDEXING	Former SEC adviser	May 30, 2019	Jan 29, 2020	no	BOSTON, MA\|Sunbury, OH	Previous registration
EVENTIDE ASSET MANAGEMENT, LLC	Asset manager	Sep 8, 2017	Dec 31, 2019	no	Sunbury, OH	Previous registration
INVESCO ADVISERS, INC.	Asset manager	Nov 10, 2015	Mar 1, 2016	no	Sunbury, OH\|ATLANTA, GA	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Mar 18, 2004	Mar 3, 2005	no	MEMPHIS, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VALOR CONSULTING & DISTRIBUTION	REALTA INVESTMENT ADVISORS, INC	Oct 16, 2025	Oct 16, 2025	0	Firm change	Other
BULLSEYE INVESTMENT MANAGEMENT, LLC	VALOR CONSULTING & DISTRIBUTION	May 23, 2023	Apr 9, 2025	687	Firm change after gap	Other
VALOR CONSULTING & DISTRIBUTION, LLC	BULLSEYE INVESTMENT MANAGEMENT, LLC	Dec 17, 2022	Dec 8, 2022	-9	Firm change	Other
FIRST TRUST DIRECT INDEXING	VALOR CONSULTING & DISTRIBUTION, LLC	Jan 29, 2020	Mar 12, 2020	43	Firm change	Other
EVENTIDE ASSET MANAGEMENT, LLC	FIRST TRUST DIRECT INDEXING	Dec 31, 2019	May 30, 2019	-215	Firm change after gap	Other
INVESCO ADVISERS, INC.	EVENTIDE ASSET MANAGEMENT, LLC	Mar 1, 2016	Sep 8, 2017	556	Firm change after gap	Other
MORGAN KEEGAN & COMPANY, LLC	INVESCO ADVISERS, INC.	Mar 3, 2005	Nov 10, 2015	3,904	Firm change after gap	Other

Relationships

Registered with (7)

→ REALTA INVESTMENT ADVISORS, INCRegistered adviserregistration: current employment
Oct 16, 2025 to presentfactForm ADV
→ VALOR CONSULTING & DISTRIBUTIONRegistered adviserregistration: previous registration
Apr 9, 2025 to Oct 16, 2025factForm ADV
→ BULLSEYE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 8, 2022 to May 23, 2023factForm ADV
→ FIRST TRUST DIRECT INDEXINGRegistered adviserregistration: previous registration
May 30, 2019 to Jan 29, 2020factForm ADV
→ EVENTIDE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 8, 2017 to Dec 31, 2019factForm ADV
→ INVESCO ADVISERS, INC.Registered adviserregistration: previous registration
Nov 10, 2015 to Mar 1, 2016factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Mar 18, 2004 to Mar 3, 2005factForm ADV

Dated events

Occurred
Oct 16, 2025
Advisor changed firm
Richard Willson Ranck left Valor Consulting & Distribution for Realta Investment Advisors, Inc (registered 2025-10-16)
Form ADVobserved 3 days ago
Occurred
May 23, 2023
Advisor changed firm
Richard Willson Ranck left Bullseye Investment Management, Llc for Valor Consulting & Distribution (registered 2025-04-09)
Form ADVobserved 3 days ago
Occurred
Dec 17, 2022
Advisor changed firm
Richard Willson Ranck left Valor Consulting & Distribution, Llc for Bullseye Investment Management, Llc (registered 2022-12-08)
Form ADVobserved 3 days ago