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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Glastonbury | CT | 04/2010 | 01/2025 |
| Osaic Wealth, Inc. | Glastonbury | CT | 01/2025 | Present |
1) Don Bonvisuto 2389 Main Street, Glastonbury, CT 06033 Category: Insurance Investment Related: YES Title: agent Duties: Offering accident and health insurance, disability insurance, fixed annuities, long term care insurance, Start Date: 04/05/2010 Hours per Month: 10 Hours per Month during trading hours: 4 2) Donald Bonvisuto 2389 Main Street, Glastonbury, CT 06033 Category: Insurance Investment Related: YES Title: agent Duties: offering fixed index annuities Start Date: 10/06/2015 Hours per Month: 5 Hours per Month during trading hours: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-23 |
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