Kimberly M Rubenstein

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Frontenac, MO
• 11/2016 → 05/2018
  Wells Fargo Clearing Services, Llc
  Frontenac, MO
• 05/2018 → Present
  Kestra Private Wealth Services
  Chesterfield, MO
• 05/2018 → Present
  Kestra Investment Services
  Chesterfield, MO

Previous Registrations

• 2009-02-25 → 2018-05-14
  Wells Fargo Clearing Services, Llc
  Frontenac, MO
• 2006-01-25 → 2009-02-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clayton, MO
  Clayton, MO

Other Businesses

Business Name: Massa R&M Investment Related: No Address: 14312 S Outer 40 Chesterfield MO 63017 Nature of Business: Other Other/None of the Above serving food to people Position, Title or Relationship: 20% owner of LLC Start Date: 1/1/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: review financials, provide assistance in restaurant location when needed Business Name: Undivided Wealth Management Investment Related: Yes Address: 657 Spirit Airpark West Drive, Ste 104 Chesterfield MO 63005 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Managing partner, Director of Planning Start Date: 5/9/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: creating financial plans, client facing, making investment decisions Business Name: MASSA LTD POSITION: Owner NATURE: Restaurant INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 16706 Kehrs Mill Estates Drive, Chesterfield MO 63005, United States DESCRIPTION: Work with family members to manage the business. Not involved in daily operations. Business Name: MASSA'S OF ST CHARLES POSITION: Owner NATURE: Restaurant INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 3761 New Town Blvd, St Charles MO 63301, United States DESCRIPTION: Participate in strategy, not daily operations Business Name" MASSA'S BRIDGETON POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 4120 N Lindbergh Blvd, Hazelwood MO 63044, United States DESCRIPTION: Own the building 1/3

Exams

• S66 Uniform Combined State Law Examination
  2005-12-09

Designations

Other Names

• Kimberly M Massa
• Kimberly M Massa Rubenstein