TK
Theodore Karl Bugenski
CRD 2167202
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| William Mack & Associates Inc | Registered representative | 07/20/2026 |
| Executive Financial Services Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
William Mack & Associates Inc
Vice President · 10% – 25% · Nov 2024
-
Executive Financial Services Inc
Secretary · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗