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1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-26 |
Branch Locations
Schulenburg, TX • United States
1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 02/2011 | 05/2025 |
| Trilogy Wealth Management | Sugar Land | TX | 04/2015 | 08/2023 |
| Independent Insurance Agent | Schulenburg | TX | 05/2025 | Present |
| Trilogy Wealth Partners | Schulenburg | TX | 07/2023 | 07/2025 |
| The Leaders Group Inc | Schulenburg | TX | 05/2025 | 05/2025 |
| Gradient Securities Llc | Arden Hills | MN | 08/2025 | 10/2025 |
| Nfsg Corporation | Boca Raton | FL | 11/2025 | Present |
1) MARK HUDEC; 05/1990; 2411 W US HWY 90, SCHULENBURG, TX 78956; INSURANCE AGENT/BROKER; SELLS LIFE & HEALTH INSURANCE, MARKET GROUP HEALTH INSURANCE, INV RELATED; INSURANCE BUSINESS, 40 HOURS PER MONTH; 4 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-19 |
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