Roger Lee Burman

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-01-19

TX RA
APPROVED

Since 2024-01-19

Branch Locations

Orange, TX • 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

Organization	City	State	From	To
Woodbury Financial Services	Orange	TX	12/2002	01/2024
Osaic Wealth, Inc.	Orange	TX	01/2024	Present

12/2002 → 01/2024

Woodbury Financial Services

Orange, TX
01/2024 → Present

Osaic Wealth, Inc.

Orange, TX

Previous Registrations

2002-12-20 → 2024-01-19

Woodbury Financial Services, Inc.

Orange, TX

Orange, TX
1999-09-21 → 2003-01-02

Equitable Advisors, Llc

Houston, TX

Other Businesses

1) ROGER BURMAN POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2003 ADDRESS: 6205 Soaring Forest Dr, Orange TX 77632, United States DESCRIPTION: Sell & service traditional/fixed insurance products

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-09-20

S66 Uniform Combined State Law Examination

1999-09-20

View on SEC IAPD