RB INVESTMENTS, LLC
CRD #269836 SEC #801-100401 LEAWOOD, KS 913-647-9700
SEC Registered
Total AUM
--
Discretionary
--
Employees
0
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 20, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHULZ, DAVID, WALTER | I | MEMBER | NA | |
| SCHULZ, DAVID, WALTER | I | MEMBER | NA | |
| TAYLOR, GORDON, BURDETTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, GORDON, BURDETTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| DDTJ HOLDINGS, LLC | DE | MEMBER | C | Control |
| DDTJ HOLDINGS, LLC | DE | MEMBER | C | Control |
| DAVIS, TANNER, JAMES | I | MEMBER | A | |
| DAVIS, TANNER, JAMES | I | MEMBER | A | |
| DAVIS, TANNER, JAMES | I | MEMBER | A | |
| WEINER, JASON, DOMINIC | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED 10/11/14 | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| ABITZ, DAVID, JAMES | I | DDTJ HOLDINGS, LLC | C | Control |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED 10/11/14 | DE | DDTJ HOLDINGS | C | Control |
| SCHULZ, DAVID, WALTER | I | DDTJ HOLDINGS, LLC | C | Control |
| SCHULZ, DAVID, WALTER | I | DDTJ HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
May 20, 2016 REGISTERED
Notice Filings (1)
KS
Address
11300 TOMAHAWK CREEK PARKWAYSUITE 200
LEAWOOD, KS 66211
United States
Phone: 913-647-9700