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95 Leggett Street, East Hartford, CT 06108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-03-10 |
| NJ | RA | APPROVED | 2019-08-22 |
| CT | RA | APPROVED | 2019-08-13 |
| TX | RA | APPROVED_RES | 2019-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities, Llc | Farmington | CT | 06/2014 | 06/2019 |
| Park Avenue Securities Llc | West Hartford | CT | 03/2014 | 06/2019 |
| Guardian Life Insurance Company | West Hartford | CT | 06/2015 | 06/2019 |
| Sagepoint Financial, Inc. | East Hartford | CT | 05/2019 | 09/2023 |
| Budnick Capital, Llc | East Hartford | CT | 06/2019 | Present |
| Physicians Wealth Strategies | East Hartford | CT | 09/2014 | 06/2019 |
| Justin Budnick, Sole Proprietor | East Hartford | CT | 05/2014 | Present |
| Osaic Wealth, Inc. | East Hartford | CT | 09/2023 | Present |
1) JUSTIN BUDNICK / INSURANCE POSITION: Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 05/01/2014 ADDRESS: 95 Leggett St, East Hartford CT 06108, United States DESCRIPTION: Offering Life Insurance and Disability Insurance 2) BUDNICK CAPITAL LLC POSITION: Managing Member / Investment Advisor Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 07/01/2019 ADDRESS: 95 Leggett Street, East Hartford CT 06108, United States DESCRIPTION: Offering Investment Advisory Services 3) OSAIC WEALTH, INC. POSITION: REGISTERED REP NATURE: INC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 09/01/2023 ADDRESS: 95 Leggett Street, East Hartford CT 06108, United States DESCRIPTION: Selling broker/dealer products 4) BK CAPITAL LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2026 ADDRESS: 360 Main St, STE E, Durham CT 06422, United States DESCRIPTION: Work with joint clients on 401k, Insurance, Investment Reviews 5) PCL FIXTURES POSITION: Facilities Admin NATURE: Display design INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2026 ADDRESS: 95 Leggett Street, East Hartford CT 06108-1167, United States DESCRIPTION: Property management and operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-22 |
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