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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rubino And Liang, Llc | Newton | MA | 03/2009 | 03/2019 |
| Retirement Wealth Advisors, Inc. | Newton | MA | 10/2014 | Present |
| Rubino & Liang Wealth Partners | Newton | MA | 03/2019 | Present |
RUBINO AND LIANG WEALTH PARTNERS; INVESTMENT RELATED; 189 WELLS AVENUE, NEWTON, MA 02459; INSURANCE SALES AND INVESTMENT ADVISORY SERVICES; INSURANCE AGENT AND INVESTMENT ADVISOR; STARTED 03/2019; 160 HOURS/MONTH DEDICATED; (140 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-19 |
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