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Michael Rudio is a registered investment advisor, based in Atlanta, GA, with 11 years of industry experience.
Location
4401 Northside Pkwy, Nw, Suite 285, Atlanta, GA, 30327
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2025Pending
Customer Dispute
January 2024Settled
Other Business ActivitiesSells Insurance
Michael is a Major and Intelligence Officer in the Georgia Army National Guard, dedicating about 10-20% of his time. He is also an Independent Insurance Agent with Financial Independence Group and an agent for fixed insurance products with Phase Line Capital and PKSF, spending a few hours per week on these activities. Finally, Michael is a Principle/Consultant for Veil Genomics, spending a few hours per week.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2021 - Present · 4 yrs 9 mos
Phase Line Capital, LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
LPL Financial LLC
August 2017 - August 2021 · 4 yrs
LPL Financial LLCBroker
August 2017 - August 2021 · 4 yrs
Edward Jones
August 2014 - August 2017 · 3 yrs
Edward JonesBroker
July 2014 - August 2017 · 3 yrs 1 mo
State Registrations19 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.