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Advisor at REALTA INVESTMENT ADVISORS, INC
AUSTIN, TX | WILMINGTON, DE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| REALTA INVESTMENT ADVISORS, INC | Bd affiliated wealth | Feb 1, 2018 | n/a | yes | WILMINGTON, DE|AUSTIN, TX | Current employment |
| CARY STREET PARTNERS | Bd affiliated wealth | Nov 13, 2013 | Mar 1, 2018 | no | AUSTIN, TX | Previous registration |
| RIVERSTONE WEALTH MANAGEMENT | Former SEC adviser | Jan 26, 2004 | Dec 9, 2013 | no | AUSTIN, TX|AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CARY STREET PARTNERS | REALTA INVESTMENT ADVISORS, INC | Mar 1, 2018 | Feb 1, 2018 | -28 | Firm change | Other |
| RIVERSTONE WEALTH MANAGEMENT | CARY STREET PARTNERS | Dec 9, 2013 | Nov 13, 2013 | -26 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 128545:134952:TX:2018-03-01 | Mar 1, 2018 | Feb 1, 2018 | AUSTIN, TX | Firm change |