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Anthony Patrick Budak

Budak Financial Group, LLC

Olmsted Falls, OH

Olmsted Falls, OH

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Current Employers
Budak Financial Group, Llc

Highland Heights, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2007-06-22
  • OH RA
    APPROVED
    Since 2007-06-22

Branch Locations

Olmsted Falls, OH • United States

Olmsted Falls, OH • 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
Budak Financial Group, Llc Olmsted Falls OH 04/2007 Present
Karl & Smith, Llc Olmsted Falls OH 01/2007 Present
Anthony J. Smith Agency Olmsted Falls OH 01/2007 Present
  • 04/2007 → Present
    Budak Financial Group, Llc
    Olmsted Falls, OH
  • 01/2007 → Present
    Karl & Smith, Llc
    Olmsted Falls, OH
  • 01/2007 → Present
    Anthony J. Smith Agency
    Olmsted Falls, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-16
S63 Uniform Securities Agent State Law Examination 2005-08-18
  • S65 Uniform Investment Adviser Law Examination
    2007-03-16
  • S63 Uniform Securities Agent State Law Examination
    2005-08-18

View on SEC IAPD

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