AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
IB

Ioannis V. Bousnakis

REALTA EQUITIES
WILMINGTON, DE 19801
Some features on this profile are disabled
CRD#: 4606707
IB

Professional summary

Ioannis V Bousnakis, who also goes by Ioannis V Bousnakis, is a registered financial professional currently at REALTA EQUITIES, INC. located in Wilmington, Delaware.

Ioannis is registered as a RR (Registered Representative) and started their career in finance in 2005. Ioannis has worked at 13 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ioannis V Bousnakis

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 Ioannis V Bousnakis'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

May 24, 2023 - Present

REALTA EQUITIES, INC.

Office #1: 1201 N. Orange Street Suite 729, Wilmington, DE 19801
BD
CRD#: 23769
WILMINGTON, DE
Past

July 31, 2020 - May 22, 2023

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

September 10, 2015 - December 31, 2016

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
PALM BEACH GARDENS, FL
Past

July 15, 2015 - November 9, 2016

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
San Diego, CA
Past

July 15, 2015 - November 9, 2016

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

July 15, 2015 - November 2, 2017

GIRARD SECURITIES, INC.

BD
CRD#: 18697
SAN DIEGO, CA
Past

July 15, 2015 - December 13, 2018

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
San Diego, CA
Past

February 17, 2015 - December 13, 2018

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
SAN DIEGO, CA
Past

February 17, 2015 - December 13, 2018

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
SAN DIEGO, CA
Past

February 17, 2015 - December 13, 2018

CETERA ADVISORS LLC

BD
CRD#: 10299
SAN DIEGO, CA
Past

February 17, 2015 - December 13, 2018

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
SAN DIEGO, CA
Past

April 11, 2011 - December 13, 2018

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

January 1, 2005 - March 29, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA

State Registrations and Notice Filings

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

RR
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

RR
California
(1/9/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 7/9/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/22/2004
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

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

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

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1201 N. Orange Street Suite 300, Wilmington, DE 92130
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
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ORANGE STREET HOLDINGS, INC.SHAREHOLDER
BALTOVSKI, ALEXANDERFINOP OFFICER2350828
ODOM, AMY ENITHAML OFFICER2674773
PALMER, JACOB DANIELCHIEF COMPLIANCE OFFICER2309603
SCHULTZ, BARRETT OLIVERCHIEF OPERATIONS OFFICER2741114

Disclosures

Regulatory Event7

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.

Company Information

REALTA EQUITIES, INC.

CRD#: 23769Wilmington, DE 19801

TRUST BUT VERIFY

Monitor Ioannis Bousnakis

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jeffrey Michael Kropp
Jeffrey KroppAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Chadds Ford, PA
Lawrence Earl Springer
Lawrence SpringerAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Hockessin, DE
BC
Benjamin ContehAdvisorCheck Check Mark
BARGELD FINANCIAL
IAR
Media, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics