AR
Alan Rubin
CRD 2190957
Firms
| Firm | Role | As of |
|---|---|---|
| Targeted Financial Services, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (2)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| American Friends Of Kollel Zichron Shimon Inc | DIRECTOR | — | 12/31/2024 |
| Fort Lauderdale Bridge Club Inc | TREASURER | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Targeted Financial Services, Llc
Member, Cfo, Ceo · 25% – 50% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗