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5365 Reno Corporate Dr. Suite 200, Reno, NV 89511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-06 |
Branch Locations
9240 Old Redwood Hwy. Suite 248, Windsor, CA 95452 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckingham Strategic Wealth, Llc | Santa Rosa | CA | 02/2013 | 05/2022 |
| Due Ruscelli Winery | Healdsburg | CA | 12/2009 | Present |
| Rb Capital Management, Llc | Windsor | CA | 05/2022 | Present |
Mr. Sloan is among other duties, involved with Production and Marketing at Due Ruscelli Winery, a non-investment related vineyard located at 994 Limerick Ln, Healdsburg, CA 95448. This relationship started in 2009, and Mr. Sloan expects to spend approximately 5% of his time in this capacity, performing various tasks.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-16 |
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