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SR

Stuart M. Rubens

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CRD#: 1009947
SR

Professional summary


Stuart Mark Rubens was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Stuart is a previously registered financial professional and started their career in finance in 1982. Prior to being barred, Stuart had worked at 9 firms, which includes JWGENESIS SECURITIES INC., GMS GROUP, JOSEPHTHAL & CO. INC., PRUDENTIAL EQUITY GROUP LLC, A. G. EDWARDS & SONS INC., HALPERT AND COMPANY INC., ADVEST INC., UBS FINANCIAL SERVICES INC., J. B. HANAUER & CO..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stwart Mark Rubens

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 18, 1998 - September 24, 1999

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

February 13, 1996 - November 24, 1998

GMS GROUP

BD
CRD#: 8000
EAST HANOVER, NJ
Past

July 1, 1993 - January 4, 1996

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

April 19, 1991 - June 15, 1993

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

April 25, 1984 - April 2, 1991

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

January 5, 1984 - April 13, 1984

HALPERT AND COMPANY, INC.

BD
CRD#: 7094
Past

February 24, 1983 - November 28, 1983

ADVEST, INC.

BD
CRD#: 10
Past

August 23, 1982 - November 19, 1982

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

March 5, 1982 - August 18, 1982

J. B. HANAUER & CO.

BD
CRD#: 6958

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 7
Date: 2/19/1983
General Securities Representative Examination
General Industry/Product Exam

Current Firm


JS
JWGENESIS SECURITIES, INC.
JW CHARLES SECURITIES,INC. | JWGENESIS SECURITIES, INC. | JWC TRANSITION CORP. | JW GENESIS SECURITIES, INC.

CRD#: 33832 / SEC#: , 8-46367

BD
Terminated by SEC on 03/18/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 04/23/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
JWGENESIS FINANICAL SERVICES, INCHOLDING COMPANY
LEEDS, MARSHALL TODDPRESIDENT/DIRECTOR/CEO
MARKS, JOEL ELLIOTEXEC VP/DIRECTOR
BRANT, DAVID ROBERTCFO
DORADO, COLETTA LUKITSCHEXECUTIVE VP
GLASER, GREGG STEVENTREASURER/DIRECTOR/EXECUTIVE VP
LOMBARDI, JEFFREYSROP
SCARLETT, CHARLES EEXECUTIVE VP/CLO
WAGNER, ANDREA JOYCEEXECUTIVE VP/SECRETARY/CROP/CCO
WEINBERG, ARNOLD NATHANCOO

Disclosures


Regulatory Event8
Arbitration8

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


JWGENESIS SECURITIES, INC.

CRD#: 33832

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