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.

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

Oct 25, 1989earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Oct 25, 1989

First registration

Nov 16, 2023

Dual registered

yes, broker-dealer

Other names

A J KULHANEK|ANTONE KULHANEK|TONY KULHANEK

IAPD individual key

1977093

• Occurred

  Jan 2, 2025
  Advisor changed firm

  Anthony Jerry Kulhanek left Crescent Advisor Group, Inc. for Realta Investment Advisors, Inc (registered 2025-01-17)

  Form ADVobserved 4 days ago
• Occurred

  Dec 21, 2023
  Advisor changed firm

  Anthony Jerry Kulhanek left Realta Investment Advisors, Inc for Crescent Advisor Group, Inc. (registered 2024-01-25)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5d426bd6-4f1d-3f0b-065d-afa9e8de5e23

First observed

Nov 16, 2023

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.