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JR

Joshua I. Rubinger

PEACHTREE PC INVESTORS
Atlanta, GA 30326
Some features on this profile are disabled
CRD#: 4461779
JR

Professional summary

Joshua Isaacson Rubinger, who also goes by Joshua I Rubinger, Josh Rubinger, is a registered financial professional currently at PEACHTREE PC INVESTORS, LLC located in Atlanta, Georgia.

Joshua is registered as a RR (Registered Representative) and started their career in finance in 2005. Joshua has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Joshua I Rubinger | Josh Rubinger

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) - BD

Click below to view Joshua Isaacson Rubinger's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

December 16, 2024 - Present

PEACHTREE PC INVESTORS, LLC

Office #1: One Alliance Center 3500 Lenox Road, Suite 625, Atlanta, GA 30326
BD
CRD#: 301004
Atlanta, GA
Past

April 22, 2021 - December 4, 2024

ASHFORD SECURITIES LLC

BD
CRD#: 305330
DALLAS, TX
Past

August 9, 2012 - April 19, 2021

ORCHARD SECURITIES, LLC

BD
CRD#: 133378
NEW YORK, NY
Past

September 30, 2009 - July 3, 2012

TNP SECURITIES, LLC

BD
CRD#: 149178
COSTA MESA, CA
Past

April 16, 2009 - August 25, 2009

CABIN SECURITIES, INC.

BD
CRD#: 137608
OVERLAND PARK, KS
Past

May 18, 2005 - February 3, 2009

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(12/16/2024)
RR
New York
(12/16/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 10/9/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/17/2005
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PP
PEACHTREE PC INVESTORS, LLC
PC ADVISORS, LLC | PPCA | PEACHTREE PC INVESTORS, LLC | PEACHTREE PC ADVISORS, LLC

CRD#: 301004 / SEC#: , 8-70317

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
3500 Lenox Road Suite 625, Atlanta, GA 30326
Mailing Address
3500 Lenox Road Suite 625, Atlanta, GA 30326
Phone number
(678) 250-9368
Established
Georgia since 02/04/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PEACHTREE PC ADVISORS HOLDING, LLCOWNER
BEATON, DANIEL STEWARTFINOP4240769
CHO, WONHEE NMNPRESIDENT5903574
FRASIER, MICHAEL JOHNCHIEF COMPLIANCE OFFICER3013598

Red Flags

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

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PEACHTREE PC INVESTORS, LLC

CRD#: 301004Atlanta, GA 30326

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