Matthew Scott Burwick

Current Employers

Employment History

• 02/2011 → 06/2024
  Securities America, Inc
  Amherst, NY
• 02/2011 → 06/2024
  Securities America Advisors
  Lavista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Amherst, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Amherst, NY

Previous Registrations

• 2016-02-17 → 2024-06-14
  Securities America Advisors, Inc.
  Rochester, NY
  Amherst, NY

Other Businesses

1. L&M GROUP LTD. -INSURANCE SALES - AGENT - INVESTMENT REALTED - START DATE: 08/2012 - LOCATED AT 3820 SHERIDAN DRIVE, AMHERST, NY 14226 2. GALAHER SETTLEMENTS & INSURANCE SERVICES -INSRUANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 07/2014 - LOCATED AT 334 N. 115 ST., OMAHA NE 68154 3. MATTHEW FOSTER FOUNDATION POSITION: BOARD MEMBER NATURE: NOT FOR PROFIT CANCER FOUNDATION. INVESTMENT RELATED: NO NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2012 ADDRESS: 170 VALLEY VIEW DR, ELMA NY 14059 DESCRIPTION: WORK WITH THE BOARD TO RAISE MONEY FOR FAMILIES WITH CHILDREN BATTLING CANCER. 4. R.M.& L. BURWICK FAMILY LP POSITION: LIMITED PARTNER NATURE: FAMILY PARTNERSHIP INVESTMENT RELATED: YES NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1993 ADDRESS: 11 RANA CT, WILLIAMSVILLE NY 14221 DESCRIPTION: I AM A LIMITED PARTNER WITH NO DIRECT INVOLVEMENT. 5. DBA - L&M Wealth Management 6. JEWISH COMMUNITY CENTER OF GREATER BUFFALO POSITION: Board of Trustee Member NATURE: Board position for nonprofit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: 2640 N Forest Road, Amherst NY 14068 DESCRIPTION: Board member working with other board members and management to make decisions in ensure the longevity and financial wellbeing of the organization and its members. 7. LEGEND'S CREEK FARM POSITION: Owner NATURE: Retail and wholesale sales of soap and other hygiene related products. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/01/2024 ADDRESS: 2660 Millersport Highway, East Amherst NY 14051 DESCRIPTION: As owner I will oversee day to day activities of the sales of soap and other related products as well as the production and packaging of those products. 8. BURWICK WEALTH INC. POSITION: Owner NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 02/14/2025 ADDRESS: 76 Avalon Meadows Ln, East Amherst NY 14051, United States DESCRIPTION: Financial Services.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-15
• S63 Uniform Securities Agent State Law Examination
  2010-03-09