Adam David Rubin

Current Employers

Employment History

• 06/2012 → Present
  Levine, Furman & Rubin, Llc
  Morganville, NJ
• 05/2025 → Present
  Integrity Advisory Solutions
  Morganville, NJ

Other Businesses

1. American Academy Wealth; investment-related; 1116 Campus Drive, Morganville, New Jersey, 07751; DBA for securities business; IAR; 02/01/2025; 10 hours per month; 10 hours during securities trading hours; IAR 2. ADR Wealth Management, LLC; investment-related; 1116 Campus Drive, Morganville, New Jersey, 07751; Wealth Management; Owner; 04/25/2025; 10 hours per month; 10 hours during securities trading hours; Wealth Management 3. Alzheimer's Association Greater New Jersey Chapter; not investment-related; 1116 Campus Drive, Morganville, New Jersey, 07751; Board Member; 01/01/2019; 2 hours per month; 0 during securities trading hours; meet with board on a monthly basis 4. Certified Public Accountant; not investment-related; 1116 Campus Drive, Morganville, New Jersey, 07751; CPA; 01/01/2011; 0 hours per month; 0 hours during securities trading hours; Tax planning 5. Levine, Furman & Rubin, LLC; not investment-related; 1116 Campus Drive, Morganville, New Jersey, 07751; Estate planning law firm; Attorney; 01/01/2012; 200 hours per month; 160 hours during securities trading hours; Estate planning 6. Senior Citizens Activities Network; not investment-related; 1116 Campus Drive, Morganville, New Jersey, 07751; Board Member; 01/01/2021; 2 hour per month; 2 hours during securities trading hours; monthly board meetings

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-09