Realta Equities

There are Recent Customer Complaints with Broker Jay Porter in Firm Realta Equities, INC.

June 17, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Jay Porter (Porter), currently associated with Realta Equities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Porter recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $99,000.00 on May 04, 2026.

Claimant alleges misconduct including negligence, breach of fiduciary duty, breach of contract and violation of FINRA rules.\,

There are Recent Customer Complaints with Broker Thomas Shultz in Firm Realta Equities, INC.

June 14, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Thomas Shultz (Shultz), currently associated with Realta Equities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Shultz recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $158,000.00 on April 27, 2026.

The claimant alleges negligence, breach of fiduciary duty, and negligent supervision.

There are Recent Customer Complaints with Broker Benjamin Carmona in Firm Realta Equities, INC.

June 2, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Benjamin Carmona (Carmona), currently associated with Realta Equities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Carmona recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $200,000.00 on April 07, 2026.

Breach of written contract, breach of fiduciary duty, negligence and gross negligence, misrepresentations and omissions, violation of FINRA rules, violation of Texas Securities Act and federal securities laws, and violation of Best Interest Obligations.

Broker Jacob Harvey in Realta Equities, INC. Firm Has Customer Complaint

May 21, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Jacob Harvey (Harvey), currently associated with Realta Equities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Harvey recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint on March 03, 2026.

Claimant alleges improper recommendations and other acts and omissions.

There are Recent Customer Complaints with Broker Matthew Chancey in Firm Realta Equities, INC.

May 21, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Matthew Chancey (Chancey), currently associated with Realta Equities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Chancey recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint on March 03, 2026.

Claimant alleges improper recommendations and other acts and omissions.

There are Recent Customer Complaints with Broker Dan Holzer in Firm Realta Equities, INC.

May 14, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Dan Holzer (Holzer), currently associated with Realta Equities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Holzer recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint on March 30, 2026.

The claimant alleges unsuitable recommendations.

There are Recent Customer Complaints with Broker Carmen Morrone in Firm Realta Equities, INC.

April 7, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Carmen Morrone (Morrone), currently associated with Realta Equities, INC., has at least 2 disclosable events. These events include 2 customer complaints, alleging that Morrone recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $237,816.53 on January 30, 2026.

Claimant alleges failure of due diligence and disclosure.

There are Recent Customer Complaints with Broker Bryson Blackwell in Firm Realta Equities, INC.

March 6, 2026 | by Staff Attorney

Currently financial advisor Bryson Blackwell (Blackwell), currently employed by brokerage firm Realta Equities, INC. has been subject to at least one disclosable event. These events include one customer complaint. According to a BrokerCheck reports most of the recent customer complaints concern either corporate debt securities or alternative investments such as direct participation products (DPPs) like business development companies (BDCs), non-traded real estate investment trusts (REITs), oil & gas programs, annuities, and private placements. The attorneys at Gana Weinstein LLP have represented hundreds of investors who suffered losses caused by these types of high risk, low reward products.

FINRA BrokerCheck shows a pending customer complaint on December 10, 2025.

The claimants allege breach of its duties and obligations to claimants with recommendation to invest in real estate based Regulation D private placement.

There are Recent Customer Complaints with Broker Preston Walchli in Firm Realta Equities, INC.

March 5, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Preston Walchli (Walchli), currently associated with Realta Equities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Walchli recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint on December 18, 2025.

The claimants allege they were directly lied to and facts were misrepresented about investments.

There are Recent Customer Complaints with Broker Vincent Annable in Firm Realta Equities, INC.

March 5, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Vincent Annable (Annable), currently associated with Realta Equities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Annable recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint on December 18, 2025.

The claimants allege they were directly lied to and facts were misrepresented about investments.