DFX Intelligence
Advisors
Advisors registered through Realta Investment Advisors, Inc
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Richard Scott Toban Chartered Financial Consultant · dual registrant | Realta Investment Advisors, Inc BD affiliated | Wilmington, De | Nov 30, 2023 | 17 y | 4 | 1 |
| James Edward Van Meter dual registrant | Realta Investment Advisors, Inc BD affiliated | Wilmington, De | Jan 26, 2024 | 19 y | 3 | 1 |
| David Francis Vitt dual registrant | Realta Investment Advisors, Inc BD affiliated | Wilmington, De | Mar 24, 2020 | 27 y | 4 | 2 |
| Z•••••• W••••• dual registrant | R••••• I••••••••• A•••••••• I•• BD affiliated | Wilmington, De | Sep 17, 2025 | 10 y | 2 | 1 |
| D••••• L•• W•••• dual registrant | R••••• I••••••••• A•••••••• I•• BD affiliated | Seattle, Wa | Aug 2, 2023 | 43 y | 3 | 1 |
| N••• D• W••••••••• dual registrant | R••••• I••••••••• A•••••••• I•• BD affiliated | Aurora, Co | Nov 20, 2025 | 21 y | 4 | 1 |
| A•• W•••• W•••••• dual registrant | R••••• I••••••••• A•••••••• I•• BD affiliated | Wilmington, De | Sep 22, 2023 | 28 y | 2 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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57 advisors match.