Rajan Kumar

Current Employers

Employment History

• 07/2013 → 10/2022
  Lpl Financial
  Albany, NY
• 07/2013 → 10/2022
  Private Advisor Group, Llc
  Morristown, NJ
• 10/2022 → 06/2024
  Securities America, Inc.
  Erie, PA
• 10/2022 → 06/2024
  Securities America Advisors
  Erie, PA
• 06/2024 → 09/2024
  Osaic Wealth, Inc.
  Erie, PA
• 09/2024 → Present
  Rbt Wealth Llc
  Beacon, NY

Previous Registrations

• 2024-09-17 → 2024-12-31
  Rbt Wealth Llc
  Beacon, NY
  Newburgh, NY
• 2022-11-01 → 2024-06-14
  Securities America Advisors, Inc.
  Erie, PA
• 2013-08-08 → 2022-11-07
  Private Advisor Group, Llc
  Albany, NY
  Morristown, NJ
  Slingerlands, NY
  Morristown, NJ
• 2009-12-23 → 2013-08-08
  Valic Financial Advisors, Inc.
  Latham, NY

Other Businesses

1. DBA: 435 Financial 2. JURS MONTGOMERY POSITION: Sales NATURE: Outside insurance broker. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/20/2022 ADDRESS: 1175 Pittsford Victor Rd, Suite 110, Pittsford NY 14534, United States DESCRIPTION: Life Insurance and Long Term Care 3. RBT WEALTH POSITION: Managing Member NATURE: Independent Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 07/17/2024 ADDRESS: 11 Racquet Road, Newburgh NY 12550, United States DESCRIPTION: We will be partnering with a CPA firm who is creating a wealth management division. We will be operating the daily activities for the wealth management division.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-20