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Norbert Daniel Rudek

None

Panama City, FL

CRD 2021532

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Employer firm

None CRD 124698

$3.94M regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • NON-REGULATORY CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
None

747 Jenks Avenue, Suite A, Panama City, FL 32401 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-23
  • FL RA
    APPROVED
    Since 2025-10-23

Branch Locations

747 Jenks Ave Suite A, Panama City, FL 32401 • 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
Portfolio Income Advisers. Inc. Panama City FL 04/2003 Present
  • 04/2003 → Present
    Portfolio Income Advisers. Inc.
    Panama City, FL
Previous Registrations
  • 2003-02-28 → 2014-03-28
    Cfps, Inc.
    Washington, MO
  • 1998-08-14 → 2002-10-11
    A. G. Edwards & Sons, Inc.
    Panama City, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-07-24
S65 Uniform Investment Adviser Law Examination 1996-07-24
  • S63 Uniform Securities Agent State Law Examination
    1996-07-24
  • S65 Uniform Investment Adviser Law Examination
    1996-07-24

View on SEC IAPD

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CPA GROUP INVESTMENT MANAGEMENT, LLC · PANAMA CITY, FL
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TRUIST ADVISORY SERVICES, INC. · PANAMA CITY, FL

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