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Brian Scott Cleugh

Rhubarb Investments, LLC

Huntington Beach, CA

CRD 6665538

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Employer firm

Rhubarb Investments, LLC CRD 283814

$5.31M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Rhubarb Investments, Llc

Huntington Beach, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-01-04
  • CA RA
    APPROVED
    Since 2017-01-04

Branch Locations

Huntington Beach, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rhubarb Investments, Llc Huntington Beach CA 10/2016 Present
Flinn West Newport Beach CA 04/2008 10/2021
Other Businesses

Brian Cleugh is not currently engaged in any other business as a proprietor, partner, officer, director employee, trustee, agent or otherwise, however Brian Cleugh does hold an active California real estate broker's license. Currently the license is not being used nor is there a plan for it to be used, however, it is possible a real estate related opportunity could arise in which Mr. Cleugh would use the subject license.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-24
  • S65 Uniform Investment Adviser Law Examination
    2015-09-24

View on SEC IAPD

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