Max Lipsitz

Current Employers

Employment History

• 04/2010 → Present
  U.S. Elite Volleyball, Llc
  Lutherville, MD
• 06/2013 → 06/2024
  Securities America, Inc.
  Amherst, NY
• 06/2014 → 06/2024
  Securities America Advisors
  Amherst, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Amherst, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Amherst, NY

Previous Registrations

• 2014-06-26 → 2024-06-14
  Securities America Advisors, Inc.
  Amherst, NY
  Rochester, NY

Other Businesses

***3820 SHERIDAN LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2017 ADDRESS: 3820 Sheridan Drive, Amherst NY 14226 DESCRIPTION: No activity, only passive ownership. ***L&M GROUP, LTD POSITION: Insurance Agent/Owner NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2014 ADDRESS: 3820 Sheridan Drive, Amherst NY 14226, United States DESCRIPTION: Sales and marketing of insurance products. ***FEEDMORE WNY POSITION: Investment Sub-Committee Member NATURE: Member of investment sub-committee for FeedMore WNY (local foodbank). Participate on quarterly calls to review investment performance (note: investments managed by outside party) & market/economic review. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/18/2021 ADDRESS: 100 James E. Casey Drive, Buffalo NY 14206, United States DESCRIPTION: Member of investment sub-committee for FeedMore WNY (local foodbank). Participate on quarterly calls to review investment performance (note: investments managed by outside party) & market/economic review. ***L&M TAX LLC POSITION: Owner NATURE: Tax preparation and accounting services. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/27/2018 ADDRESS: 3820 Sheridan Drive, Amherst NY 14226, United States DESCRIPTION: I am a 50% owner of this business.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-04

Designations