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Donald Paul Burger

Osaic Wealth, Inc.

Penfield, NY

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-06-14
OH RA APPROVED 2024-06-14
  • NY RA
    APPROVED
    Since 2024-06-14
  • OH RA
    APPROVED
    Since 2024-06-14

Branch Locations

421 Penbrooke Drive Suite 4, Penfield, NY 14526 • 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
Employment History
OrganizationCityStateFromTo
Wall Street Financial Group Fairport NY 08/2011 09/2016
Securities America, Inc. Victor NY 09/2016 02/2023
Securities America Advisors, Inc. Victor NY 09/2016 02/2023
Securities America Advisors, Inc. Penfield NY 02/2023 06/2024
Securities America, Inc. Penfield NY 02/2023 06/2024
Osaic Wealth, Inc. Penfield NY 06/2024 Present
  • 08/2011 → 09/2016
    Wall Street Financial Group
    Fairport, NY
  • 09/2016 → 02/2023
    Securities America, Inc.
    Victor, NY
  • 09/2016 → 02/2023
    Securities America Advisors, Inc.
    Victor, NY
  • 02/2023 → 06/2024
    Securities America Advisors, Inc.
    Penfield, NY
  • 02/2023 → 06/2024
    Securities America, Inc.
    Penfield, NY
  • 06/2024 → Present
    Penfield, NY
Previous Registrations
  • 2016-09-23 → 2024-06-14
    Securities America Advisors, Inc.
    Victor, NY
    Penfield, NY
  • 2011-10-21 → 2016-09-23
    Wall Street Financial Group, Inc.
    Victor, NY
    Victor, NY
Other Businesses

***DBA: ANDERSON VANHORNE ***DBA: AVH Invest ***KAFL INSURANCE RESOURCES POSITION: Agent NATURE: Life Insurance Sales as well as LTC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2011 ADDRESS: 800 Linden Ave, Rochester NY 14625 DESCRIPTION: Sales and service of new and existing life insurance policies to clients

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-05
S63 Uniform Securities Agent State Law Examination 2000-10-09
  • S66 Uniform Combined State Law Examination
    2011-07-05
  • S63 Uniform Securities Agent State Law Examination
    2000-10-09

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