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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-11-18 |
| FL | RA | APPROVED | 2020-08-28 |
| GA | RA | APPROVED | 2020-08-24 |
| NC | RA | APPROVED | 2020-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Sarasota | FL | 04/2019 | 08/2020 |
| Primerica Financial Services | Sarasota | FL | 01/2019 | 08/2020 |
| Self Employed | Venice | FL | 01/2018 | 04/2019 |
| Exit King Realty | Venice | FL | 11/2014 | 01/2018 |
| Portfolio Medics, Llc | Bonita Springs | FL | 08/2020 | Present |
| Assurance | Bellvue | WA | 05/2019 | 11/2020 |
| Dudley Financial | Venice | FL | 09/2020 | Present |
| Florida Financial And Insurance Group | Venice | FL | 05/2022 | 02/2025 |
| World Financial Group | Warr Acres | OK | 02/2025 | Present |
Mr. Dudley is owner of Dudley Financial and an agent for World Financial Group. In this role he transacts in insurance products. He spends approximately 20 hours a week on this endeavor during non market hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-22 |
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