Jeffrey Michael Budzinski

Current Employers

Employment History

• 12/2007 → 10/2019
  1St Global Capital Corp.
  Buffalo, NY
• 12/2007 → 10/2019
  1St Global Advisors, Inc.
  Buffalo, NY
• 11/2004 → 12/2017
  Brock, Schechter & Polakoff, Llp
  Buffalo, NY
• 05/2008 → 09/2025
  Avantax Insurance Services, Inc.
  Buffalo, NY
• 12/2017 → Present
  Lumsden & Mccormick Financial Services, Llc
  Buffalo, NY
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Buffalo, NY
• 10/2019 → 09/2025
  Avantax Advisory Services
  Buffalo, NY
• 12/2017 → Present
  Lumsden & Mccormick Financial, Llc
  Buffalo, NY
• 10/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Buffalo, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Buffalo, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2025 → Present
  Lifetime Wealth Management, An Affiliate Of Lumsden Mccormick
  Buffalo, NY

Previous Registrations

• 2021-09-09 → 2025-09-05
  Avantax Advisory Services
  Buffalo, NY
  Buffalo, NY
  Dallas, TX
  Buffalo, NY
  Clarence, NY

Other Businesses

1) LUMSDEN & MCCORMICK FINANCIAL, LLC POSITION: Financial Advisor NATURE: recommending and selling all financial services products INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 12/04/2017 ADDRESS: 369 Franklin Street, Buffalo NY 14202, United States DESCRIPTION: Recommending and selling all financial services products 2) LUMSDEN & MCCORMICK FINANCIAL, LLC POSITION: Managing Director NATURE: Firm name for all activities performed for Avantax, financial services and insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 12/04/2017 ADDRESS: 369 Franklin Street, Buffalo NY 14202, United States DESCRIPTION: recommending and selling all financial services products supervision of Financial Services Reps and administrative assistants 3) NAME OF OTHER BUSINESS: LIFETIME WEALTH MANAGEMENT, AN AFFILIATE OF LUMSDEN MCCORMICK; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-03-10

Other Names

• Jeffrey Michael Budzinski
• Jeff Budzinski