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Current Employers
Royal Fund Management, Llc

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TN RA APPROVED 2025-01-01
TX RA APPROVED 2016-03-11
  • CA RA
    APPROVED
    Since 2025-01-01
  • TN RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 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

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
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
  • 01/2014 → Present
    Budnick Financial Inc.(Dba: College Tuition Advisors.)
    Burbank, CA
  • 08/2015 → Present
    The Villages, CA
  • 11/2017 → Present
    Michael Budnick Workshops
    Austin, TX
  • 03/2020 → 03/2021
    Bpm Energy, Llc
    The Woodlands, TX
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-11
S63 Uniform Securities Agent State Law Examination 1987-09-17
  • S65 Uniform Investment Adviser Law Examination
    2016-03-11
  • S63 Uniform Securities Agent State Law Examination
    1987-09-17

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