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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2021-10-20 |
| MA | RA | APPROVED | 2014-12-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rubino & Liang Llc | Newton | MA | 10/2002 | 03/2019 |
| Retirement Wealth Advisors, Inc. | Newton | MA | 10/2014 | Present |
| Rubino & Liang Wealth Partners | Newton | MA | 03/2019 | Present |
RUBINO & LIANG WEALTH PARTNERS; INVESTMENT RELATED; 189 WELLS AVE, NEWTON, MA 02459; INSURANCE AND INVESTMENT ADVISORY; AGENT; STARTED 03/2019; 160 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-19 |
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