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Paul James Rubacka

Edelman Financial Engines

East Syracuse, NY

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-10
NY RA APPROVED 2021-04-28
  • TX RA
    APPROVED
    Since 2022-06-10
  • NY RA
    APPROVED
    Since 2021-04-28

Branch Locations

5015 Campuswood Drive Suite 201, East Syracuse, NY 13057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuna Brokerage Services, Inc. Waverly IA 04/2013 09/2016
Cuna Mutual Group Waverly IA 04/2013 09/2016
Financial Engines Advisor Center, Llc Syracuse NY 09/2016 11/2016
Financial Engines Advisors L.L.C. Cicero NY 11/2016 Present
  • 04/2013 → 09/2016
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 04/2013 → 09/2016
    Cuna Mutual Group
    Waverly, IA
  • 09/2016 → 11/2016
    Financial Engines Advisor Center, Llc
    Syracuse, NY
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Cicero, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-02
S63 Uniform Securities Agent State Law Examination 1989-06-19
  • S66 Uniform Combined State Law Examination
    2008-10-02
  • S63 Uniform Securities Agent State Law Examination
    1989-06-19
Designations
Other Names
  • Paul James Rubacka
  • Paul Rubacka
  • Paul J Rubacka

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK
FARTHER
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PINNACLE CAPITAL MANAGEMENT, LLC
PINNACLE INVESTMENTS, LLC
PINNACLE ADVISORS LLC
NOTTINGHAM WEALTH PARTNERS, INC.

Other Investors

CHRISTOPHER CHARLES KEEGAN
RAYMOND ALLEN YACKEL
GARY R. CRONISER
PATRICK R. LYNCH
CARL A DATTELLAS
Thomas Parker Westers
JOHN ANDREW DONOHUE
PETER SCHNEIDER

Other Offices

COMMONWEALTH FINANCIAL NETWORK · EAST SYRACUSE, NY
FARTHER · East Syracuse, NY
AMERIPRISE FINANCIAL SERVICES, LLC · EAST SYRACUSE, NY
LPL FINANCIAL LLC · EAST SYRACUSE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · EAST SYRACUSE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · East Syracuse, NY
PINNACLE CAPITAL MANAGEMENT, LLC · EAST SYRACUSE, NY
PINNACLE INVESTMENTS, LLC · EAST SYRACUSE, NY

More in East Syracuse, NY

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