Donald Lee Osborne

Current Employers

Employment History

• 01/2002 → Present
  Raymond James Financial Services, Inc
  Salisbury, NC
• 01/2002 → 04/2025
  Alan F. Burke, Cpa, Pa
  Salisbury, NC
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Salisbury, NC

Other Businesses

(1) Name of Business: MXL Tax LLC Address: 409 S Salisbury Ave Unit A, Salisbury, NC, 28146, United States Activity Type: Tax Preparation Position/Title: Partner Investment Related: No Start Date: 04/15/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Tax Preparation servicers (2) Name of Business: Osborne Address: 110 Mallard Point, Mt Giliead, NC, 27306, United States Activity Type: Control Person Position/Title: Other (Named Only), Power of Attorney (Acting) Investment Related: Yes Start Date: 12/31/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. I am the listed POA for my parents however, I currently only acting as POA on the accounts held at Raymond James. There are no other investment account outside of RJ. I am not currently acting as POA on any of their bank accounts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-25
• S63 Uniform Securities Agent State Law Examination
  2002-03-19