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Donald Richard Rudy

Lakeline Financial

Cedar Park, TX

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Current Employers
Lakeline Financial

Cedar Park, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-22
  • TX RA
    APPROVED
    Since 2026-04-22

Branch Locations

Cedar Park, TX • 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
Blizzard Entertainment Austin TX 03/2008 09/2021
Student Cedar Park TX 09/2021 03/2022
Momentum Private Wealth Management Llc Cedar Park TX 04/2022 10/2023
Momentum Private Wealth Management Llc Cedar Park TX 10/2023 08/2025
Lakeline Financial Llc Cedar Park TX 09/2025 Present
  • 03/2008 → 09/2021
    Blizzard Entertainment
    Austin, TX
  • 09/2021 → 03/2022
    Student
    Cedar Park, TX
  • 04/2022 → 10/2023
    Momentum Private Wealth Management Llc
    Cedar Park, TX
  • 10/2023 → 08/2025
    Momentum Private Wealth Management Llc
    Cedar Park, TX
  • 09/2025 → Present
    Lakeline Financial Llc
    Cedar Park, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-09
  • S65 Uniform Investment Adviser Law Examination
    2023-10-09
Other Names
  • Don Rudy
  • Donald Richard Rudy

View on SEC IAPD

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