# ALLAN MICHAEL BUDELMAN

ALLAN MICHAEL BUDELMAN is an investment adviser representative (IAR) with state registration records since 2000, appearing at 5 firms. Currently registered with CORIENT PRIVATE WEALTH LP.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CORIENT PRIVATE WEALTH LP](https://search.stillhousedata.com/firm/319448) | 2024-08-19 | present | Yes |
| [EMFO, LLC](https://search.stillhousedata.com/firm/289997) | 2017-11-01 | 2024-08-31 | — |
| [EMERALD ALLOCATION STRATEGIES, LLC](https://search.stillhousedata.com/firm/145770) | 2010-06-08 | 2013-07-29 | — |
| [EMERALD ASSET ADVISORS LLC](https://search.stillhousedata.com/firm/107935) | 2005-11-22 | 2019-07-05 | — |
| [LOCKWOOD FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/40655) | 2000-10-30 | 2003-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3210648)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3210648.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.