Regina M Beatty

Current Employers

Employment History

• 12/2008 → 01/2021
  Lincoln Financial Advisors Corp
  Greenssburg, PA
• 01/2021 → 01/2025
  Lincoln Financial Advisors Corp
  Sarasota, FL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Greensburg, PA

Previous Registrations

• 2008-12-11 → 2025-01-24
  Osaic Fa, Inc.
  New Alexandria, PA
  Greensurg, PA
  Canonsburg, PA
  Greensburg, PA
  Greensburg, PA
  Sarasota, FL
  Indiana, PA
  Greensburg, PA
• 2003-09-26 → 2008-12-08
  Spc
  Greensburg, PA
  Pittsburgh, PA

Other Businesses

1) REGINA BEATTY DBA HERITAGE FINANCIAL CONSULTANTS-THE BEATTY GROUP ONE NORTHGATE SQUARE GREENSBURG PA 15601 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: SOLE PROPRIETOR DUTIES: OFFER PROPERTY & CASUALTY INSURANCE, ACCIDENT AND HEALTH INSURANCE, FIXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE VIA VARIOUS CARRIERS START DATE:8/1/1997 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 80 2) MATHEWS STREET LLC POSITION: 1 % owner NATURE: Peter Dochinez and John Dickson (who are NOT clients) formed Mathews Street LLC to buy a commercial building. They would like to me have one voting share (no value) of the management piece to serve as a "tiebreaker" in the event of disagreement. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2014 ADDRESS: 126 Mathews Street, Greensburg PA 15601, United States DESCRIPTION: Only sit in an owner meeting in the event that there is disagreement - to be the deciding vote (tie-breaker) between Peter Dochinez and John Dickson (who are NOT clients) 3) WOMEN'S WEALTH CONVERSATIONS - AUTHOR POSITION: Owner, President NATURE: Collecting a series of white papers and interviews from women on some of their experiences that could subsequently become an ebooks that will bear the name of Women's Wealth Conversations "CreatingClarity and Empowering Women to Become Engaged in their Financial Lives".The book would be marketed and would also be distributed where appropriately at the time....Amazon and/or other outlets, including marketing through social media. The purpose is to present on financial planning topics from a consumerand/or advisor's perspective, to help women become more engaged in their financial planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: 6151 Lake Osprey Drive, Ste 300, Sarasota FL 34240, United States DESCRIPTION: Gather information, archive and eventually put the information with narrative into a book format. 4) WOMEN'S WEALTH CONVERSATIONS - NEWSLETTERS POSITION: Owner,President NATURE: Creating a newsletter and other marketing material that will bear the name of Women's Wealth Conversations "Creating Clarity and Empowering Women to Become Engaged in their Financial Lives".The e-newsletter will be distributed as registered for on Linked In or Website Sign-UpThe purpose is to present on financial planning topics from a consumer and/or advisor's perspective, to help women become more engaged in their financial planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: 6151 Lake Osprey Dr, Ste 300, Sarasota FL 34240, United States DESCRIPTION: Will distribute newsletter, most likely quarterly in the beginning at no charge. Start writing a series of e-books with topics as well. Eventually, charge a subscription fee, and to also do speaking events some with fee/some at no charge. 5) HERITAGE FINANCIAL CONSULTANTS - THE BEATTY GROUP POSITION: Self NATURE: Market fixed life, health and property & casualty products through various carriers. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/01/1997 ADDRESS: 6151 Lake Osprey Dr, Ste 300, Sarasota FL 34240, United States DESCRIPTION: Market above products to clients that have a need for that type of insurance 6) REGINA BEATTY POSITION: Sole Proprietor NATURE: As needed, solicit equity indexed annuities from Lincoln's approved carrier list. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/18/2008 ADDRESS: 6151 Lake Osprey Drive, Ste 300, Sarasota FL 34202, United States DESCRIPTION: As needed, solicit equity indexed annuities to prospective clients from Lincoln's approved carrier list.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-09-19
• S63 Uniform Securities Agent State Law Examination
  1990-01-31

Designations

Other Names

• Regina M Crousdale
• Regina Marie Grubbs
• Regina M Grubbs
• Regina M Croasdale