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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TN | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2016-03-11 |
Branch Locations
2600 W. Olive Ave 5Th Floor, Burbank, CA 91505 • United States
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
106 S. Harris Street Suite 236, Round Rock, TX 78664 • United States
475 Metros Norte De Perimercados Costado Derecho, San Ramon-Alajuela • Costa Rica
Knoxville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Budnick Financial Inc.(Dba: College Tuition Advisors.) | Burbank | CA | 01/2014 | Present |
| Royal Fund Management, Llc | The Villages | CA | 08/2015 | Present |
| Michael Budnick Workshops | Austin | TX | 11/2017 | Present |
| Bpm Energy, Llc | The Woodlands | TX | 03/2020 | 03/2021 |
01.1/2014 - BUDNICK FINANCIAL INC. President; Investment Related; Knoxville, TN 37920; Collect commissions/fees for Insurance Services & Advisory Services for Tax Purposes only; DBA: COLLEGE TUITION ADVISORS; Consultant, Non Investment Related; Spend Approximately 100 to 120 hours/month, 4-8 hours/month during trading hours; Provide college planning services. 02.INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; Texas 9/2013 & Tennessee 8/2025; FIXED ANNUITIES, FIXED INDEX ANNUITIES, AND WHOLE LIFE INSURANCE PRODUCTS; Non-Resident L&H license in California 03.11/2017 MICHAEL BUDNICK WORKSHOPS; WORKSHOP LEADER; NON INVESTMENT RELATED; 2124 MARLENE WAY, AUSTIN, TX 78728; Personal development principles based on the law of attraction, workshop attendee's learn how to increase their prosperity, abundance, and self-love, in all area's of their life.; 8 to 16 hours/month, Zero hours dedicated during securities trading hours, workshop leader and facilitator.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-17 |
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