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Steven Alan Ocheltree

Rb Capital Management, LLC

Morro Bay, CA

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Current Employers
Rb Capital Management, Llc

5365 Reno Corporate Dr. Suite 200, Reno, NV 89511 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2020-07-23
  • CA RA
    APPROVED_RES
    Since 2020-07-23

Branch Locations

601 Morro Bay Boulevard Suite D, Morro Bay, CA 93442 • 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
Rb Capital Management, Llc Morro Bay CA 05/2020 Present
Ocheltree Cpa Morro Bay CA 05/2016 Present
Other Businesses

Applicant is a CPA at Ocheltree CPA, a accounting firm located in Morro Bay, CA. This business is not investment related, and Mr. Ocheltree spends approximately 100% of his time in this capacity, most of which is during securities trading hours. This relationship started in May of 2016.

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