Cary Dwight Rubman

Current Employers

Employment History

• 12/1985 → 09/2025
  Avantax Invesment Services, Inc.
  Enfield, CT
• 08/1993 → 09/2025
  Avantax Advisory Services
  Enfield, CT
• 12/2003 → Present
  Golden Rule
  Endfield, CT
• 05/2012 → Present
  Ohio National Life Insurance Company
  Enfield, CO
• 01/2006 → 12/2016
  State Life Insurance Company
  Enfield, CO
• 09/2014 → Present
  Merritt Insurance Services Inc
  West Hartford, CT
• 09/2014 → 12/2016
  Healty Ct
  Wallingford, CT
• 09/2014 → Present
  Anthem Insurance
  Columbus, GA
• 12/2003 → Present
  Golden Rule
  Enfield, CT
• 12/2003 → Present
  Ge Capital
  Enfield, CT
• 07/2008 → Present
  Connecticare Insurance Company
  Enfield, CT
• 01/2006 → Present
  American United Insurance
  Enfield, CT
• 01/2017 → Present
  United Healthcare
  Enfield, CT
• 01/1995 → 09/2025
  Avantax Insurance Agency, Llc
  Enfield, CT
• 11/2017 → Present
  Penn Mutual Insurance Agent
  Enfield, CT
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Enfield, CT
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1993-07-30 → 2025-09-05
  Avantax Advisory Services
  Enfield, CT
  Southport, NC

Other Businesses

1) GE Capital~268 Hazard Ave~Enfield~CT~06082~Independent Insurance Agent~Insurance Sales Agent~12/1/2003~1hrs~1hrs~Long Term Care Insurance sales 2) American United Insurance~268 Hazard Ave~Enfield~CT~06082~Independent Insurance Agent~Insurance Sales Agent~1/1/2006~6hrs~6hrs~Life and Long-Term Care Insurance Sales 3) Connecticare Insurance Company~268 Hazard Ave~Enfield~CT~06082~Independent Insurance Agent~Insurance Sales Agent~7/1/2008~2hrs~2hrs~Health Insurance Sales 4) Innosure Insurance LLC~268 Hazard Ave~Enfield~CT~06082~Independent Insurance Agent~Partner/General Partner~7/1/2016~12hrs~6hrs~Business is a property & casualty agency. I am the CFO 5) Anthem Insurance~P.O. Box 7368~Columbus~GA~39108~Insurance Agent~Insurance Sales Agent~9/1/2014~2hrs~2hrs~Sell Health Insurance 6) Golden Rule~268 Hazard Ave~Enfield~CT~06082~Independent Insurance Agent~Insurance Sales Agent~12/1/2003~1hrs~1hrs~Independent Insurance Agent 7) OHIO NATIONAL LIFE INSURANCE COMPANY~268 Hazard Ave~ENFIELD~CT~06082~Independent Insurance Agent~Insurance Sales Agent~5/1/2012~4hrs~4hrs~FIXED PRODUCT INSURANCE SALES 8) United Healthcare~268 Hazard Ave~Enfield~CT~06082~Insurance Agent~Insurance Sales Agent~1/1/2017~2hrs~2hrs~Health Insurance Sales 9) Independent Insurance Agent~639 Enfield Street~Enfield~CT~06082~Independent Insurance Agent~Owner/Sole Proprietor~7/1/1999~10hrs~10hrs~Independent Insurance Agent 10) Merritt Insurance Services, INC.~639 Prospect Ave.~West Hartford~CT~06105~Independent Insurance Agent~Insurance Sales Agent~9/1/2014~1hrs~1hrs~Sell Health Insurance 11) PENN MUTUAL INSURANCE AGENT~268 HAZARD AVE~ENFIELD~CT~06082~Insurance Agent~Agent~11/20/2017~2hrs~1hrs~SALES OF LIFE INSURANCE WITH CRONIC CARE RIDER 12) INNOVEST FINANCIAL SERVICES INC; POSITION: Advisor NATURE: Tax Return Preparation, Financial Advice, Retirement Planning, Investment Planning INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2022 ADDRESS: 268 Hazard Ave, Enfield CT DESCRIPTION: Tax Return Preparation, Financial Advice, Retirement Planning, Investment Planning

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-01-08

Designations