KASEY PRICE
Legal name: REALITY SHARES ADVISORS, LLC
CRD #166762 SEC #801-78878 SAN DIEGO, CA 619-487-1445
SEC Registered
Total AUM
$127M
Discretionary
$100M
Employees
4
Clients
0
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- OCTOBER
- Registration Date
- --
- Latest Filing
- Jun 17, 2020
- Branch Offices
- 0
- LEI
- NA
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALLANTYNE, RYAN, CAMPBELL | I | DIRECTOR OF CAPITAL MARKETS | NA | Control |
| BALLANTYNE, RYAN, CAMPBELL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BALLANTYNE, RYAN, CAMPBELL | I | DIRECTOR OF CAPITAL MARKETS | NA | Control |
| BALLANTYNE, RYAN, CAMPBELL | I | DIRECTOR OF CAPITAL MARKETS | NA | Control |
| BALLANTYNE, RYAN, CAMPBELL | I | DIRECTOR OF CAPITAL MARKETS | NA | Control |
| BALLANTYNE, RYAN, CAMPBELL | I | DIRECTOR OF CAPITAL MARKETS | NA | Control |
| BALLANTYNE, RYAN, CAMPBELL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BALLANTYNE, RYAN, CAMPBELL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BALLANTYNE, RYAN, CAMPBELL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ERVIN, ERIC, ROY | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| ERVIN, ERIC, ROY | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| ERVIN, ERIC, ROY | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| ERVIN, ERIC, ROY | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| ERVIN, ERIC, ROY | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| ERVIN, ERIC, ROY | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| ERVIN, ERIC, ROY | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| ERVIN, ERIC, ROY | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| ERVIN, ERIC, ROY | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| ERVIN, ERIC, ROY | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| ERVIN, ERIC, ROY | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| ERVIN, ERIC, ROY | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| ERVIN, ERIC, ROY | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| ERVIN, ERIC, ROY | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| Erhart, Charles, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERSHORIN, SCOTT, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| PRICE, KASEY, KAY | I | CCO | NA | |
| PRICE, KASEY, KAY | I | CCO | NA | |
| SALEHIZADEH, KIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| TRIVELLA, THOMAS, MICHAEL | I | CHIEF ADMINISTRATIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TRIVELLA, THOMAS, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TRIVELLA, THOMAS, MICHAEL | I | CHIEF ADMINISTRATIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TRIVELLA, THOMAS, MICHAEL | I | CHIEF ADMINISTRATIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TRIVELLA, THOMAS, MICHAEL | I | CHIEF ADMINISTRATIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TRIVELLA, THOMAS, MICHAEL | I | CHIEF ADMINISTRATIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TRIVELLA, THOMAS, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TRIVELLA, THOMAS, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TRIVELLA, THOMAS, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TRIVELLA, THOMAS, MICHAEL | I | CHIEF OPERATING OFFICER | NA | Control |
| TRIVELLA, THOMAS, MICHAEL | I | CHIEF OPERATING OFFICER | NA | Control |
| ERNY FINANCIAL | DE | PARENT COMPANY | E | |
| REALITY SHARES, INC. | DE | PARENT COMPANY | E | |
| REALITY SHARES, INC. | DE | PARENT COMPANY | E | |
| REALITY SHARES, INC. | DE | PARENT COMPANY | E | |
| REALITY SHARES, INC. | DE | PARENT COMPANY | E | |
| REALITY SHARES, INC. | DE | PARENT COMPANY | E | |
| REALITY SHARES, INC. | DE | PARENT COMPANY | E | |
| REALITY SHARES, INC. | DE | PARENT COMPANY | E | |
| REALITY SHARES, INC. | DE | PARENT COMPANY | E | |
| REALITY SHARES, INC. | DE | PARENT COMPANY | E | |
| REALITY SHARES, INC. | DE | PARENT COMPANY | E | |
| REALITY SHARES, INC. | DE | PARENT COMPANY | E | |
| REALITY SHARES, INC. | DE | PARENT COMPANY | E | |
| REALITY SHARES, INC. | DE | PARENT COMPANY | E |
Registrations
Federal
IA
Jun 17, 2020 REGISTERED
Notice Filings (1)
CA
Address
402 W BROADWAYSUITE 920
SAN DIEGO, CA 92101
United States
Phone: 619-487-1445