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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-28 |
| ME | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-22 |
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