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Julian Rubinstein

Modern Wealth Management, LLC

Boca Raton , FL

Kansas City, MO

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Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-10
  • FL RA
    APPROVED
    Since 2026-08-10

Branch Locations

150 E Palmetto Park Suite 800, Boca Raton , FL 33432 • United States

1712 Main Street Suite 400, Kansas City, MO 64108 • 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
Modern Wealth Management, Llc Boca Raton FL 07/2026 Present
American Asset Management, Inc. Boca Raton FL 01/1998 07/2026
Previous Registrations

View on SEC IAPD

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