Andrew Edwin Burdsall

Current Employers

Employment History

• 12/2001 → 06/2024
  Securities America, Inc
  New Albany, IN
• 12/2001 → Present
  Riverbend Financial Group, Llc
  Jeffersonville, IN
• 12/2001 → 06/2024
  Securities America Advisors
  New Albany, IN
• 09/2007 → Present
  Riverbend Tax Services & Bookkeeping Inc.
  Jeffersonville, IN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jeffersonville, IN

Previous Registrations

• 2001-12-27 → 2024-06-14
  Securities America Advisors, Inc.
  Jeffersonville, IN
• 2001-12-27 → 2005-08-24
  Ameriprise Financial Services, Llc
  New Albany, IN

Other Businesses

1. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Managing Director NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 605 North Shore Dr, Suite 104, Jeffersonville IN 47130, United States DESCRIPTION: Meeting with clients, providing financial advice, selecting portfolios. Also using IronBridge as a marketing name for securities and insurance business. 2. RIVERBEND FINANCIAL GROUP, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2007 ADDRESS: 605 North Shore Drive, Suite 104, Jeffersonville IN 47130, United States DESCRIPTION: Entity to pay business expenses including payroll 3. RIVERBEND TAX SERVICES AND BOOKKEEPING, INC POSITION: Owner NATURE: Tax Prep INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2007 ADDRESS: 605 N Shore Dr Ste 104, Jeffersonville IN 47130, United States DESCRIPTION: Help clients assemble their taxes & facilitate prep 4. NORTH SHORE OFFICE OWNERS ASSOCIATION POSITION: Board Member NATURE: Board of Directors condo owners' assoc. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITES TRADING HOURS: 1 START DATE: 10/05/2011 ADDRESS: 605 N Shore Dr Ste 204, Jeffersonville IN 47130, United States DESCRIPTION: Making & enforcing policies to protect condo owners 5. CHRISTIAN ACADEMY OF LOUISVILLE SCHOOL SYSTEM POSITION: Committee member NATURE: Serving on 403(b) advisory committee for school system INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/16/2017 ADDRESS: 700 S English Station Rd, Louisville KY 40245, United States DESCRIPTION: Oversight on 403(b) retirement plan. Committee works w/plan provider, plan financial advisor & plan third-party admin to ensure plan is working in best interests of employee participants. 6. RIVER OAK PROPERTIES LLC POSITION: President NATURE: Owning owner-occupied rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/15/2010 ADDRESS: 605 N Shore Dr Ste 204, Jeffersonville IN 47130, United States DESCRIPTION: Owning office condo 7. TIMECENTRIC INC POSITION: Founding Director NATURE: Time/attendance/payroll services/software INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 4/22/2020 ADDRESS: 3650 Rogers Road Suite 359, Wake Forest NC 27587, United States DESCRIPTION: Serving as Founding Director of Board. Review bus. financials, discuss strategy, set vision. Will not have day-to-day responsibilities for operation or growth of business. 8. MCCARTY HOME IMPROVEMENT LLC POSITION: Member NATURE: Construction & home remodeling INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/26/2020 ADDRESS: 939 Hazelwood Dr, Clarksville IN 47129, United States DESCRIPTION: Friends are starting construction & remodeling bus. & wanted bus.-minded partner to help ensure runs well. Not clients & will be more a consultant/coach than anything. I'm part owner but will not be employee & will have little day-to-day involvement. I will probably see bank account but will not be signer. 9. COMMUNITY FOUNDATION OF SOUTHERN INDIANA POSITION: Director on Board NATURE: Charitable Foundation (501(c)3) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2024 ADDRESS: 4108 Charlestown Rd, New Albany IN 47150, United States DESCRIPTION: Serve on Board of Directors for community foundation. Provide direction, leadership and accountability to President and CEO and staff.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-11-19