Joshua Rubin is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with NERDWALLET WEALTH PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NERDWALLET WEALTH PARTNERS, LLC | 2025-08-12 | present | Yes |
| NEWEDGE WEALTH, LLC | 2022-05-17 | 2025-08-05 | — |
| UBS FINANCIAL SERVICES INC. | 2022-05-11 | 2022-05-27 | — |