Jerry R. Hartley

REALTA EQUITIES

WILMINGTON, DE 19801

CRD#: 2184323

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Professional summary

Jerry Ridge Hartley is a registered financial professional currently at REALTA EQUITIES, INC. located in Wilmington, Delaware.

Jerry is registered as a RR (Registered Representative) and started their career in finance in 1992. Jerry has worked at 6 firms and has passed the Series 65, Series 63, Series 82TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jerry Ridge Hartley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 25, 2026 - Present

REALTA EQUITIES, INC.

Office #1: 1201 N. Orange Street Suite 729, Wilmington, DE 19801

CRD#: 23769

WILMINGTON, DE

Past

February 16, 2017 - January 13, 2025

WEILD & CO.

CRD#: 132398

Layton, UT

Past

September 19, 2016 - February 3, 2017

GREEN SPRIG BROKER DEALER, LLC

CRD#: 175322

WILMINGTON, NC

Past

June 9, 2009 - October 31, 2014

ACAP FINANCIAL INC.

CRD#: 7731

SALT LAKE CITY, UT

Past

February 15, 1995 - May 7, 2009

OSAIC FA, INC.

RIA

CRD#: 3978

SALT LAKE CITY, UT

Past

January 7, 1992 - May 31, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

January 7, 1992 - May 7, 2009

OSAIC FA, INC.

CRD#: 3978

SALT LAKE CITY, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(6/25/2026)

California
(6/25/2026)

Colorado
(6/25/2026)

Idaho
(6/25/2026)

Nevada
(6/25/2026)

Exams

State Security Law Exam

IAR

Series 65

Date: 9/17/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/14/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 82TO

Date: 1/2/2023

Limited Representative-Private Securities Offerings

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/2/1992

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

REALTA EQUITIES, INC.

COASTAL EQUITIES, INC. | THE FALMOUTH FINANCIAL GROUP | REALTA WEALTH | REALTA EQUITIES, INC.

CRD#: 23769 / SEC#: , 8-40822

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

1201 N. Orange Street Suite 729, Wilmington, DE 19801

Mailing Address

1201 N. Orange Street Suite 729, Wilmington, DE 19801

Phone number

(888) 657-5200

Established

Massachusetts since 01/24/1989

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
ORANGE STREET HOLDINGS, INC.	SHAREHOLDER
BALTOVSKI, ALEXANDER	FINOP OFFICER	2350828
ODOM, AMY ENITH	AML OFFICER	2674773
PALMER, JACOB DANIEL	CHIEF COMPLIANCE OFFICER	2309603
SCHULTZ, BARRETT OLIVER	CHIEF OPERATIONS OFFICER	2741114

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jerry R. Hartley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jerry Ridge Hartley's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEILD & CO.

GREEN SPRIG BROKER DEALER, LLC

ACAP FINANCIAL INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/17/1992

Series 63

Date: 1/14/1992

Series 82TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 1/2/1992

FINRA

Current Firm

REALTA EQUITIES, INC.

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

REALTA EQUITIES, INC.

TRUST BUT VERIFY

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