David Edward Budnik

Employer firm

Carlyle Wealth Planning CRD 126298

20 advisory clients

Reported services (Item 5G)

Financial planning

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

Current Employers

Carlyle Wealth Planning

Five Concourse Parkway Suite 3000, Atlanta, GA 30328 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2007-04-18

GA RA
APPROVED

Since 2007-04-18

Branch Locations

Five Concourse Parkway Suite 3000, Atlanta, GA 30328 • 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

Previous Registrations

2011-10-26 → 2012-12-31

Vsr Financial Services, Inc.

Overland Park, KS

Atlanta, GA
2006-12-12 → 2011-10-25

Sanders Morris Llc

Atlanta, GA

Atlanta, GA

Other Businesses

DAVID E. BUDNIK; NOT INVESTMENT RELATED; FIVE CONCOURSE PARKWAY SUITE 3000, ATLANTA, GA 30328; TAX RETURN PREPARATION; CPA; 20 HOURS PER MONTH INCLUDING DURING TRADING; NON-PRODUCING REGISTERED REP.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-10-19

S63 Uniform Securities Agent State Law Examination

1987-10-19

View on SEC IAPD