Steven Richard Burdick

Current Employers

Employment History

• 12/2008 → 06/2024
  Securities America, Inc
  Arroyo Grande, CA
• 12/2008 → 06/2024
  Securities America Advisor, Inc
  Arroyo Grande, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Arroyo Grande, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Arroyo Grande, CA

Previous Registrations

• 2008-12-23 → 2024-06-14
  Securities America Advisors, Inc.
  Arroyo Grande, CA
• 2004-04-12 → 2009-01-09
  Valic Financial Advisors, Inc.
  Woodland Hills, CA
  Glendale, CA
  Arroyo Grande, CA

Other Businesses

1. CROSSROADS LEARNING NETWORK LLC POSITION: Business Manager NATURE: 1) CROSSROADS LEARNING NETWORK LLC - EDUCATIONAL TUTORING AND ENRICHMENT - BUSINESS MANAGER - 5% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2006 ADDRESS: 1303 E. Grand Ave, ste. 233, Arroyo Grande CA 93420 DESCRIPTION: Business Manager seeing to invoicing, receivables, and advertising 2. CHRISTIAN MEDI-SHARE POSITION: Agent NATURE: Medi-Share is a not-for-profit organization providing an alternate Health Care Plan funded by members' monthly contributions. Medi-Share is not an Insurance Company. I, as an independent agent, will market Medishare to interested and qualifying individuals. Commissions are garnered on the sale of this tool. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/20/2019 ADDRESS: 1303 E. Grand Ave, Ste. 233, Arroyo Grande CA 93420 DESCRIPTION: Marketing the product to qualifying individuals seeking alternative tools for healthcare costs. 3. LIVE OAK WEALTH MANAGEMENT POSITION: Investment Advisor Representative NATURE: SECURITIES AMERICA ADVISORS, INC. - Investment Advisory - INVESTMENT ADVISOR REPRESENTATIVE - Investment Related - Start Date: 12/2008 - Located at 1303 E GRAND AVE STE 233, ARROYO GRANDE, CA 93420 INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 30 START DATE: 12/01/2008 ADDRESS: 1303 East Grand Ave., Ste. 233, Arroyo Grande CA 93420 DESCRIPTION: We offerfull Service, comprehensive Investment Advisory and Wealth Management Services provided to clients in their best interests'. This includes both Investment and Portfolio Management as well as comprehensive Financial Planning Services for our clients. From the Investment and Portfolio Management side, at the core of our wealth management strategy is the management of the portfolio. We utilize a modern, academically based approach to portfolio construction where we work with our help choose an asset allocation with the optimal blend of growth and income, depending on overall risk profile, goals, and financial circumstances. We continue to work with our clients and their portfolios with ongoing portfolio monitoring and periodic rebalancing to make sure that the clients are on track to meet their goals. From the Financial Planning side, we work with our clients on an ongoing basis to identify their financial goals, understand their current financial situation, and help develop a strategic plan of action towards achieving long-term financial goals. This includes a comprehensive framework for our clients to use to make smarter money decisions--decisions that allow them to create, grow, and keep more of their wealth.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-04-09
• S63 Uniform Securities Agent State Law Examination
  1998-07-22