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Brett Elliot Rudman

Sfmg Wealth Advisors

Plano, TX

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Current Employers
Sfmg Wealth Advisors

3960 Dallas Parkway Suite 400, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-19
  • TX RA
    APPROVED
    Since 2026-02-19

Branch Locations

3960 Dallas Parkway Suite 400, Plano, TX 75093 • 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
Sfmg Wealth Advisors Llc Plano TX 07/2025 Present
The Siegfried Group, Llc Brickell FL 08/2022 05/2025
Sportailor, Inc Miami FL 01/2020 07/2022
Kpmg Miami FL 05/2017 01/2020
University Of Miami - Coral Gables Coral Gables FL 08/2016 05/2017
  • 07/2025 → Present
    Sfmg Wealth Advisors Llc
    Plano, TX
  • 08/2022 → 05/2025
    The Siegfried Group, Llc
    Brickell, FL
  • 01/2020 → 07/2022
    Sportailor, Inc
    Miami, FL
  • 05/2017 → 01/2020
    Kpmg
    Miami, FL
  • 08/2016 → 05/2017
    University Of Miami - Coral Gables
    Coral Gables, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-19
  • S65 Uniform Investment Adviser Law Examination
    2026-02-19

View on SEC IAPD

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