Ryan Nicholas Shubin

Current Employers

Employment History

• 11/2011 → 12/2016
  Legacy Private Client Group
  Herber City, TX
• 11/2011 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2021 → 06/2023
  Global View Capital Management, Ltd.
  Waukesha, WI
• 08/2021 → 06/2023
  Global View Captial Advisors, Ltd.
  Waukesha, WI
• 09/2021 → 06/2023
  Global View Capital Insurance, Ltd.
  Waukesha, WI
• 07/2017 → 12/2022
  Rns Holdings, Llc Dba Woodland Adventure Company
  Midway, UT
• 11/2011 → Present
  Pks Financial Services, Inc.
  Albany, NY
• 04/2017 → 10/2021
  Legacy Private Client Group, Inc.
  Kamas, UT
• 06/2023 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA
• 01/2023 → Present
  Fort Worth Boat Club
  Fort Worth, TX

Previous Registrations

• 2021-09-23 → 2023-06-01
  Global View Capital Management Llc
  Pleasant Grove, UT
  Waukesha, WI
• 2017-04-25 → 2021-10-20
  Legacy Private Client Group, Inc.
  Newport Beach, CA
• 2011-11-23 → 2016-12-31
  Legacy Private Client Group, Inc.
  Kamas, UT
  Fort Worth, TX
• 2009-06-01 → 2011-11-28
  Morgan Stanley
  Irvine, CA
• 2008-12-15 → 2009-06-01
  Morgan Stanley & Co. Llc
  Irvine, CA
• 2001-07-17 → 2009-01-08
  Ubs Financial Services Inc.
  Newport Beach, CA
  Newport Beach, CA

Other Businesses

1) PURSHE KAPLAN STERLING INVESTMENTS; YES INVESTMENT RELATED; 80 STATE STREET, ALBANY, NY 12207; BROKER DEALER; REGISTERED REPRESENTATIVE; 11/2011; 20 HRS/MO DEVOTED; 20 HRS/MO DEVOTED DURING SECURITY TRADING HOURS; OFFERING B/D INVESTMENTS TO MY CLIENTS AND PROSPECTS. INVESTMENT PRODUCTS INCLUDE 529 PLANS, VARIABLE ANNUITIES, DIRECT MUTUAL FUNDS AND OTHER B/D PRODUCTS. 2) PKS FINANCIAL SERVICES, INC; YES INVESTMENT RELATED; 80 STATE STREET, ALBANY, NY 12207; INSURANCE; INSURANCE AGENT; 12/2011; 15 HRS/MO DEVOTED; 5 HRS/MO DEVOTED DURING SECURITY TRADING HOURS; MARKET, EDUCATE AND SELL DISABILITY, LONG-TERM-CARE INSURANCE, FIXED LIFE AND ANNUITIES. 3) RYAN SHUBIN; YES INVESTMENT RELATED; 80 STATE STREET, ALBANY, NY 12207; INSURANCE; INSURANCE AGENT; 8/2001; 20 HRS/MO DEVOTED; 20 HRS/MO DEVOTED DURING SECURITY TRADING HOURS. OFFERING INSURANCE INVESTMENTS TO MY CLIENTS AND PROSPECTS. INSURANCE PRODUCTS INCLUDE FIXED ANNUITIES AND LIFE INSURANCE. 4) FORT WORTH BOAT CLUB; NOT INVESTMENT RELATED; 10000 BOAT CLUB ROAD, FORT WORTH, TX 76179; YACHT CLUB; SAILING DIRECTOR; 1/2023; 40 HRS/MO DEVOTED; 0 HRS/MO DURING SECURITY TRADING HOURS; DESIGN SCHEDULE AND IMPLEMENT LEARN TO SAIL CLASSES. 5) Impact Partnership Wealth d/b/a Windward Wealth Services; Investment Related; At Registered location; RIA; IAR

Exams

• S66 Uniform Combined State Law Examination
  2001-05-25

Other Names

• Ryan N. Shubin
• Ryan Shubin