# SHARON H BUDNIK

SHARON H BUDNIK is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with CARLYLE WEALTH PLANNING, INC., THE STRATEGIC FINANCIAL ALLIANCE, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [THE STRATEGIC FINANCIAL ALLIANCE, INC.](https://search.stillhousedata.com/firm/126514) | 2016-07-20 | present | Yes |
| [VSR FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14503) | 2011-10-26 | 2016-07-19 | — |
| [SANDERS MORRIS LLC](https://search.stillhousedata.com/firm/20580) | 2007-01-04 | 2011-10-25 | — |
| [CARLYLE WEALTH PLANNING, INC.](https://search.stillhousedata.com/firm/126298) | 2006-12-12 | present | Yes |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/723594)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/723594.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.