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Amanda Louise Bost

Osaic Wealth, Inc.

Brewer, ME

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-28
ME RA APPROVED 2023-09-01
  • FL RA
    APPROVED
    Since 2025-01-28
  • ME RA
    APPROVED
    Since 2023-09-01

Branch Locations

Brewer, ME • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Camden National Bank Bangor ME 12/2010 10/2017
Lpl Financial Llc Ellsworth ME 12/2010 10/2017
Sagepoint Financial, Inc. Brewer ME 10/2017 09/2023
Ronald Mcdonald House Bangor ME 06/2018 Present
Osaic Wealth, Inc. Brewer ME 09/2023 Present
  • 12/2010 → 10/2017
    Camden National Bank
    Bangor, ME
  • 12/2010 → 10/2017
    Ellsworth, ME
  • 10/2017 → 09/2023
    Sagepoint Financial, Inc.
    Brewer, ME
  • 06/2018 → Present
    Ronald Mcdonald House
    Bangor, ME
  • 09/2023 → Present
    Brewer, ME
Previous Registrations
  • 2017-10-23 → 2023-09-01
    Osaic Services, Inc.
    Brewer, ME
    Johnston, RI
    Brewer, ME
  • 2011-09-27 → 2017-10-12
    Ellsworth, ME
    Bar Harbor, ME
    Bar Harbor, ME
    Bucksport, ME
    Ellsworth, ME
    Milbridge, ME
    Stonington, ME
    Blue Hill, ME
    Jonesport, ME
    Castine, ME
    Bangor, ME
    Blue Hill, ME
    Calais, ME
    Machias, ME
Other Businesses

1. AMANDA BOST POSITION: Licensed Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/21/1995 ADDRESS: 75 Wintergreen Way, Brewer ME 04412, United States DESCRIPTION: When needed, I provide outside agency life insurance and fixed annuity products to clients. This can be done through the broker dealer, through an outside general agency or directly with an insurance carrier. I hold licenses in Maine and Florida. 2. IRS VITA/TCE VOLUNTEER POSITION: Tax Aide Volunteer NATURE: A Not for Profit sponsor/coordinator of a IRS Tax program that provides tax return preparation support for low income and elderly populations. INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 32 START DATE: 01/01/2020 ADDRESS: Ellsworth Public Library, 20 State St., Ellsworth ME 04605, United States DESCRIPTION: Greet clients, assist with intake data collection, prepare tax returns relying on information provided by the clients, file returns on behalf of clients within the scope of the program's approved tax filing situations.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-25
S63 Uniform Securities Agent State Law Examination 1996-08-22
  • S66 Uniform Combined State Law Examination
    2011-10-25
  • S63 Uniform Securities Agent State Law Examination
    1996-08-22
Other Names
  • Amanda L Bost

View on SEC IAPD

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