Best Investors
Account
Sign in
Best Investors
Account
Sign in
5365 Reno Corporate Dr. Suite 200, Reno, NV 89511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-01-08 |
Branch Locations
1615 Bonanza Street, Suite 403, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apw Capital, Inc. | Rockaway | NJ | 12/2013 | Present |
| Crofton Capital Management | Walnut Creek | CA | 04/2013 | Present |
| Rb Capital Management, Llc | Walnut Creek | CA | 04/2014 | Present |
| Insurance Agent | Walnut Creek | CA | 09/2014 | Present |
CROFTON CAPITAL MANAGEMENT, WALNUT CREEK, CA; SINCE 04/08/2013; ASSISTANT;FINANCIAL ADVISORY SERVICES; 40% TIME SPENT; DUTIES: PREPARE AND MANAGE PAPERWORK, ASSIST IN CLIENT MEETING FOLLOW-UPS, ASSISTANT FINANCIAL ADVISOR- CRAIG FRIEDERS. JOHN MULLEN; WALNUT CREEK, CA; INSURANCE AGENT; START DATE 09/17/2014; DUTIES: OFFER ADVICE ON INSURANCE; 1% TIME SPENT. RB CAPITAL MANAGEMENT; WALNUT CREEK, CA; RIA; DBA: CROFTON CAPITAL MGMT.,; INVESTMENT ADVISOR REP.; START DATE: 4/28/2014; DUTIES: RECOMMENDATION OF FUNDS, STOCKS AND BONDS FOR A FEE; 40% TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-10 |
Reach out to this advisor