Sharon Solomon Rubens

Employer firm

Rn Wealth Advisors, LLC CRD 149628

Reported services (Item 5G)

SOLICITATION FOR OTHER ADVISER

From the firm’s Form ADV. Read the guides:

Current Employers

Rn Wealth Advisors, Llc

Walnut Creek, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2009-07-08

CA RA
APPROVED

Since 2009-07-08

Branch Locations

Walnut Creek, CA • 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

Organization	City	State	From	To
Rubens Nunnemaker Llp	Walnut Creek	CA	07/2006	12/2023
Rn Wealth Advisors, Llc	Walnut Creek	CA	01/2008	Present
Aprio, Llp	Walnut Creek	CA	12/2023	Present

07/2006 → 12/2023

Rubens Nunnemaker Llp

Walnut Creek, CA
01/2008 → Present

Rn Wealth Advisors, Llc

Walnut Creek, CA
12/2023 → Present

Aprio, Llp

Walnut Creek, CA

Previous Registrations

1999-05-06 → 2007-10-19

Sequoia Planning & Investments Llc

Walnut Creek, CA

Other Businesses

NAME OF FIRM: APRIO LLP; INVESTMENT RELATED: NO; ADDRESS: 201 NORTH CIVIC DRIVE, SUITE 220, WALNUT CREEK, CA 94596; NATURE OF BUSINESS: ACCOUNTING AND CONSULTING; POSITION: PARTNER; START DATE: DECEMBER 2023

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-02-01

S65 Uniform Investment Adviser Law Examination

1999-02-01

Other Names

Sharon Lynn Solomon
Sharon Lynn Rubens
Sharon Rubens

View on SEC IAPD