Jeremy Bennett Beitel

Current Employers

Employment History

• 09/2009 → 12/2021
  Lpl Financial
  Guilford, CT
• 12/2021 → 06/2024
  Securities America, Inc
  Cheshire, CT
• 12/2021 → 06/2024
  Securities America Advisors
  Cheshire, CT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Cheshire, CT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Cheshire, CT

Previous Registrations

• 2021-12-07 → 2024-06-14
  Securities America Advisors, Inc.
  Cheshire, CT
• 2009-09-25 → 2021-12-15
  Lpl Financial Llc
  Guilford, CT
  San Diego, CA
  Cheshire, CT
• 2007-05-01 → 2009-09-25
  Osaic Institutions, Inc.
  Branford, CT
  Guilford, CT
  Guilford, CT
  Meriden, CT
• 2004-03-29 → 2007-05-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington, CT
  Farmington, CT
• 2003-06-25 → 2004-03-30
  Wells Fargo Clearing Services, Llc
  Cheshire, CT

Other Businesses

***Insurance Sales Position: Producer Nature: Insurance sales Investment Related: Yes Hours: 20 Securities Trading Hours: 15 Start Date: 12/01/2021 Address: 325 Highland Ave, Suite 201, Cheshire CT 06410 ***MW Chrysalis Position: Board Member Nature: Not for profit that Provides services for domestic violence victims Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 08/01/2021 Address: 14 W Main Street, Meriden CT 06451 ***DBA - Tradewinds Wealth Management, LLC BEITEL PROPERTIES POSITION: Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2024 ADDRESS: 325 Highland Avenue, Cheshire CT 06410, United States DESCRIPTION: Lessors of Nonresidential Buildings (except miniwarehouses)

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-16
• S63 Uniform Securities Agent State Law Examination
  1998-03-10

Designations