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Zachary Rubin

Kingfisher Capital Management LLC

York, ME

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Current Employers
Kingfisher Capital Management Llc

York, ME • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2023-02-03
  • ME RA
    APPROVED
    Since 2023-02-03

Branch Locations

York, ME • 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
Deutsche Bank Securities Inc New York NY 09/2010 05/2017
Deutsche Bank Securities Inc Boston MA 04/2015 05/2017
Camden Wealth Management Portland ME 05/2017 08/2020
Simson New York NY 10/2002 Present
Kingfisher Llc York ME 01/2021 02/2022
Kingfisher Capital Management Llc York ME 11/2022 Present
  • 09/2010 → 05/2017
    Deutsche Bank Securities Inc
    New York, NY
  • 04/2015 → 05/2017
    Deutsche Bank Securities Inc
    Boston, MA
  • 05/2017 → 08/2020
    Camden Wealth Management
    Portland, ME
  • 10/2002 → Present
    Simson
    New York, NY
  • 01/2021 → 02/2022
    Kingfisher Llc
    York, ME
  • 11/2022 → Present
    Kingfisher Capital Management Llc
    York, ME
Other Businesses

I AM A NON-FIDUCIARY ADMINISTRATIVE CO-TRUSTEE FOR THE SIMSON TRUSTS (MY WIFE'S FAMILY) -- STARTING IN DEC. 2002 & I SPEND ROUGHLY 10 HRS/MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-01
S63 Uniform Securities Agent State Law Examination 1995-01-09
  • S65 Uniform Investment Adviser Law Examination
    2023-02-01
  • S63 Uniform Securities Agent State Law Examination
    1995-01-09
Other Names
  • Zachary Daniel Rubin

View on SEC IAPD

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