Paul E. Rubin
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Paul Edward Rubin was a registered financial professional .
Paul is a previously registered financial professional and started their career in finance in 2017. Paul had worked at 4 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 13, 2019 - July 21, 2021
MINDFUL MONEY
March 6, 2019 - September 6, 2019
GROVE
January 11, 2018 - March 6, 2019
PRIME WEALTH MANAGEMENT
February 2, 2017 - March 2, 2018
BELL INVESTMENT ADVISORS INC
State Registrations and Notice Filings
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Exams
Current Firm
MINDFUL MONEY
CRD#: 170130 / SEC#: 801-79017
Contact information
Red Flags
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