Best Investors Account Sign in
Inactive

Carl Howard Demartini

Rb Capital Management, LLC

Laguna Woods, CA

South Fork, CO

CRD 1142547

Claim This Profile
Employer firm

Rb Capital Management, LLC CRD 125678

$931M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Rb Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-10
CO RA APPROVED 2025-04-03
  • CA RA
    APPROVED
    Since 2025-04-10
  • CO RA
    APPROVED
    Since 2025-04-03

Branch Locations

Laguna Woods, CA • United States

South Fork, CO • 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
Chd Investment Management, Llc South Fork CO 01/2014 03/2025
Rb Capital Management, Llc South Fork CO 03/2025 Present
Previous Registrations
  • 2014-09-03 → 2025-04-08
    Chd Investment Management, Llc
    South Fork, CO
    Las Vegas, NV
  • 2006-06-05 → 2014-12-12
    Rb Capital Management, Llc
    Las Vegas, NV
    Reno, NV
    Las Vegas, NV
    Las Vegas, NV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-02-21
S63 Uniform Securities Agent State Law Examination 1985-01-09
  • S65 Uniform Investment Adviser Law Examination
    2006-02-21
  • S63 Uniform Securities Agent State Law Examination
    1985-01-09
Other Names
  • Carl Demartini

View on SEC IAPD

More in Laguna Woods, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor