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Skip Massengill
SKIP JAY MASSENGILL
CRD#: 1005189
IA
Investment Adviser
B
Broker
REALTA INVESTMENT ADVISORS, INCCRD#: 134952 Haverford, PA
REALTA EQUITIES, INC.CRD#: 23769 Haverford, PA
Registration History
1985199019952000200520102015202020252 FIRMS2009 - 2017 (7 years)2 FIRMS2017 - Present (7 years)BTD WEALTH MANAGEMENT SERVICES INC. (CRD# 6940)2001 - 2009 (7 years)BVFINANCE INVESTMENTS (CRD# 25121)2001 - 2001 (<1 year)BFIRST UNION CAPITAL MARKETS CORP. (CRD# 6124)1995 - 1999 (4 years)BCS FIRST BOSTON CORPORATION (CRD# 816)1993 - 1995 (1 year)BWHEAT, FIRST SECURITIES, INC. (CRD# 6124)1991 - 1993 (2 years)BBUTCHER & SINGER INC. (CRD# 6517)1981 - 1991 (9 years)BFIRST JERSEY SECURITIES, INC. (CRD# 6621)1981 - 1981 (<1 year)IATD WEALTH MANAGEMENT SERVICES INC. (CRD# 6940)2003 - 2009 (5 years)
Disclosure(s)
View By:
6/26/2024
Judgment / Lien
5/30/2014
Judgment / Lien
3/23/2009
Employment Separation After Allegations
License(s)

State Registrations

B
California 3/26/2021

B
North Carolina 5/15/2024

B
Florida 6/12/2017

IA
Pennsylvania 6/9/2017

B
New Jersey 8/8/2017

B
Pennsylvania 6/12/2017

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
REALTA EQUITIES, INC. (CRD#:23769)
Haverford, PA
Registered with this firm since 6/9/2017

IA
REALTA INVESTMENT ADVISORS, INC (CRD#:134952)
Haverford, PA
Registered with this firm since 6/9/2017

Previous Registration(s)
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IA
05/26/2009 - 04/07/2017 ROBERT W. BAIRD & CO. INCORPORATED (CRD#:8158) Blue Bell, PA
B
05/19/2009 - 04/07/2017 ROBERT W. BAIRD & CO. INCORPORATED (CRD#:8158) Blue Bell, PA
IA
12/19/2003 - 04/06/2009 TD WEALTH MANAGEMENT SERVICES INC. (CRD#:6940) PHILADELPHIA, PA
B
09/19/2001 - 04/06/2009 TD WEALTH MANAGEMENT SERVICES INC. (CRD#:6940) PHILADELPHIA, PA
B
06/28/2001 - 09/19/2001 VFINANCE INVESTMENTS (CRD#:25121) BOCA RATON, FL
B
05/15/1995 - 08/31/1999 FIRST UNION CAPITAL MARKETS CORP. (CRD#:6124) CHARLOTTE, NC
B
07/13/1993 - 04/11/1995 CS FIRST BOSTON CORPORATION (CRD#:816) NEW YORK, NY
B
01/01/1991 - 07/13/1993 WHEAT, FIRST SECURITIES, INC. (CRD#:6124) CHARLOTTE, NC
B
10/27/1981 - 01/01/1991 BUTCHER & SINGER INC. (CRD#:6517)
B
09/30/1981 - 11/06/1981 FIRST JERSEY SECURITIES, INC. (CRD#:6621)
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.