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RR

Robert David Rubin

EQUAPATH CAPITAL
DORAL, FL
·CRD# 7302819·6 years experience

Professional Summary

Robert David Rubin, who also goes by Robert D Rubin, Robert Rubins, is a registered financial advisor currently at EQUAPATH CAPITAL, LLC located in Doral, Florida. Robert is registered as a RR (Registered Representative) and started their career in finance in 2021. Robert has worked at 1 firm and has passed the Series 63, Series 99TO, Series 79TO, Series 82TO, SIE and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert D Rubin, Robert Rubins

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Videos & Posts

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

6 years in the financial services industry

Current & Past Employments

EQUAPATH CAPITAL, LLC·CRD# 313781
BD
1. 8899 Nw 18th Terrace, Doral, FL 331722. 8899 Nw 18th Terrace, Doral, FL 33172
August 18, 2021 - Present

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Current Firm

EC
EQUAPATH CAPITAL, LLC

EQUAPATH CAPITAL, LLC

CRD#: 313781 / SEC#: 8-70693
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

8899 Nw 18th Terrace, Doral, FL 33172

Mailing Address

8899 Nw 18th Terrace, Doral, FL 33172

Phone Number

(786) 331-3391

Established

Florida since 03/11/2021

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (3 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
RUBIN, ROBERT DAVIDCEO/PRESIDENT/CCO7302819
SANDSTONE FINANCIAL LLCMEMBER—
CRAPPS, WILLIAM HAYWOOD JRFINOP/PFO/POO4189289

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(11/8/2021)
RR
Illinois
(9/30/2022)
RR
New Jersey
(9/9/2022)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2022About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Nov 2025About the Series 99TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Oct 2021About the Series 79TO exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Oct 2020About the Series 82TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2019About the SIE exam

Series 24 — General Securities Principal Examination

Passed Dec 2020About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Robert David Rubin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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RR
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