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Beverly Elizabeth Amon

Osaic Wealth, Inc.

Glastonbury, CT

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-01-24
  • CT RA
    APPROVED
    Since 2025-01-24

Branch Locations

10 Commerce Street Unit D, Glastonbury, CT 06033 • 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
Lincoln Financial Advisors Corporation Glastonbury CT 05/2008 01/2025
Osaic Wealth, Inc. Glastonbury CT 01/2025 Present
  • 05/2008 → 01/2025
    Lincoln Financial Advisors Corporation
    Glastonbury, CT
  • 01/2025 → Present
    Glastonbury, CT
Previous Registrations
  • 2008-07-14 → 2025-01-24
    Osaic Fa, Inc.
    Hartford, CT
    Glastonbury, CT
Other Businesses

1) BEVERLY AMON POSITION: Agent NATURE: Annuities and Life Insurance brokered through various companies outside Lincoln on approved list. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2008 ADDRESS: 10 Commerce Street, Suite D, Glastonbury CT 06033, United States DESCRIPTION: Annuities and Life Insurance brokered through various companies outside Osaic on approved list. 2) BEVERLY AMON 10 COMMERCE STREET, UNIT D GLASTONBURY, CT 06033 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, COMMISSION BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS. START DATE: 01/2013 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 15 3) TLT PROPERTIES, LLC. 10 COMMERCE STREET GLASTONBURY, CT 06033 CATEGORY: LLC INVESTMENT RELATED: NO TITLE: CO-OWNER DUTIES: RENTAL PROPERTY OWNED WITHIN LLC START DATE: 09/01/2017 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 4) AMON & ASSOCIATES, LLC. 10 COMMERCE STREET, SUITE D GLASTONBURY, CT 06033 CATEGORY: INSURANCE/LLC INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, COMMISSION BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, FIXED LIFE SETTLEMENTS, LONGER TERM CARE INSURANCE, SERVICE FEE-BASED GROUP BENEFITS, AND TRADITIONAL LIFE INSURANCE START DATE: 09/01/2017 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-28
  • S66 Uniform Combined State Law Examination
    2008-06-28
Designations

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