Mark Andrew Burr

Current Employers

Employment History

• 03/2008 → 10/2017
  Axa Advisors, Llc
  New York, NY
• 10/2017 → 11/2025
  Commonwealth Financial Network
  Waltham, MA
• 11/2025 → Present
  Ifp Securities, Llc
  Tampa, FL
• 11/2025 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2017-10-20 → 2025-12-04
  Commonwealth Financial Network
  Lockport, NY
  Gowanda, NY
• 2008-07-24 → 2017-10-31
  Equitable Advisors, Llc
  Williamsville, NY

Other Businesses

1. CenterBridge Planning Group. 11/28/2025. Investment Related. 126 Professional Parkway Lockport, NY 14094. Portfolio management & Investment management. 160 hours per month. DBA. 2. Burwin Holdings, LLC - not investment related - 55 Caroline Road, Gowanda, NY 14070 - real estate holding company - general partner - start date Oct 27, 2023 - 2 hours/month - provides guidance for property ownership. 3. Brooks Memorial Hospital - not investment related - 529 Central Avenue, Dunkirk, NY 14048 - non-profit hospital - board member - start date Feb 18, 2020 - 2 hours/month - provides guidance to the organization. 4. MAB Portfolio Consulting Inc. - investment related - 26 Maltbie Road, Gowanda, NY 14070 - investment management and financial planning - owner - start date Dec 1, 2025 - 160 hours/month (160 during trading hours) - provides investment management and financial advice 5. Dan Gernatt Jr. Family Foundation - not investment related - 13870 Taylor Hollow Road, Collins, NY 14034 - private charitable foundation - board member - start date Nov 25, 2020 - 2 hours/month - board governance and oversight 6. Countryside Sand and Gravel – not investment related – 8458 US-62, South Dayton, NY 14138 – sand and gravel products – board member – start date Jun 21, 2017 – 2 hours/month – provides business guidance and oversight 7. Gernatt Asphalt – not investment related – 13870 Taylor Hollow Road, Collins, NY 14034 – asphalt products – board member – start date Jun 21, 2017 – 2 hours/month – provides business guidance and oversight 8. Cattaraugus County Legislature – not investment related – 303 Court Street, Little Valley, NY 14755 – county government – board member – start date Jan 23, 2024 – 2 hours/month – participates in county legislative and governance activities 9. American Wire Tie, Inc. – not investment related – 2073 Franklin Street, North Collins, NY 14111 – wire products manufacturing – owner – start date Jun 11, 2019 – 80 hours/month (10 during trading hours) – operates wire products manufacturing business 10. Wire Reloads, Inc. – not investment related – 2073 Franklin Street, North Collins, NY 14111 – wire products manufacturing – owner – start date Jun 28, 2024 – 2 hours/month – provides strategic guidance and oversight to the business

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-07
• S63 Uniform Securities Agent State Law Examination
  2007-09-11

Other Names

• Mark Andrew Burr
• Mark Andrew Burr
• Mark Andrew Burr