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JT

Jason D. Tuzinkewich

REALTA EQUITIES
WILMINGTON, DE 92130
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CRD#: 7473534
JT

Professional summary


Jason Dean Tuzinkewich is a registered financial professional currently at REALTA EQUITIES, INC. located in Wilmington, Delaware.

Jason is registered as a RR (Registered Representative) and started their career in finance in 2022. Jason has worked at 4 firms and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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 Jason Dean Tuzinkewich'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

February 13, 2025 - Present

REALTA EQUITIES, INC.

Office #1: 1201 N. Orange Street Suite 300, Wilmington, DE 92130
BD
CRD#: 23769
WILMINGTON, DE
Past

September 22, 2023 - July 9, 2024

GT SECURITIES, INC.

BD
CRD#: 116012
LOS ANGELES, CA
Past

December 21, 2022 - August 31, 2023

STILLPOINT CAPITAL, LLC

BD
CRD#: 133146
TAMPA, FL
Past

July 28, 2022 - January 2, 2023

FINALIS SECURITIES LLC

BD
CRD#: 305908
NEW YORK, NY

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
Colorado
(2/13/2025)
RR
Utah
(2/13/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 9/16/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 7/28/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
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)
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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)


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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 92130

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