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5365 Reno Corporate Dr. Suite 200, Reno, NV 89511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-23 |
Branch Locations
601 Montgomery Street Suite 315, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portsmouth Financial | San Francisco | CA | 07/2011 | 12/2024 |
| Arete Wealth Mangagement | San Francisco | CA | 12/2024 | Present |
| Rb Capital Management, Llc | San Francisco | CA | 12/2024 | Present |
RB Capital Management, Reno, NV 89511, IAR, Start date: 1/2025, 10 hours a week, 1 hour during trading hours. Portsmouth Financial Services dba. The Bankovitch Team dba
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-25 |
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