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Evette Misty Bonfiglio

Osaic Wealth, Inc.

St. Clair, MI

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-20
  • MI RA
    APPROVED
    Since 2025-03-20

Branch Locations

531 North Riverside Ave Suite 200, St. Clair, MI 48079 • 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
Osaic St. Clair MI 10/2023 Present
St. Clair Realty St.CLair MI 03/2022 Present
First State Bank Richmond MI 08/2021 02/2022
Flagstar Bank Chesterfield MI 01/2020 07/2021
Pnc Bank Shelby Township MI 11/2017 10/2019
Homemaking New Haven MI 11/2015 10/2017
Unemployed Berville MI 10/2019 01/2020
  • 10/2023 → Present
    Osaic
    St. Clair, MI
  • 03/2022 → Present
    St. Clair Realty
    St.CLair, MI
  • 08/2021 → 02/2022
    First State Bank
    Richmond, MI
  • 01/2020 → 07/2021
    Flagstar Bank
    Chesterfield, MI
  • 11/2017 → 10/2019
    Pnc Bank
    Shelby Township, MI
  • 11/2015 → 10/2017
    Homemaking
    New Haven, MI
  • 10/2019 → 01/2020
    Unemployed
    Berville, MI
Other Businesses

1. ST. CLAIR REALTY INVESTMENT RELATED, REAL ESTATE, SALES ASSOCIATE, TO SELL REAL ESTATE, 10-20 HOURS PER MONTH, MAYBE 2-5 DURING TRADING HOURS PER MONTH 531 NORTH RIVERSIDE AVE SUITE 100, ST. CLAIR, MI 48079 I help customers sell and buy homes. I guide them through the process to list their property, or search for property to buy, while negotiating the sales price. 2. ST. CLAIR FINANCIAL GROUP- NOTARY PUBLIC POSITION: Notary Public NATURE: Notary Public in the state of Michigan INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 531 North Riverside Ave, Suite 200, St. Clair MI 48079, United States DESCRIPTION: Notarize documents for current clients. 3. ST. CLAIR FINANCIAL GROUP POSITION: Insurance Agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/05/2024 ADDRESS: 531 North Riverside Ave, Suite 200, St. Clair MI 48079, United States DESCRIPTION: I help clients find life insurance and disability insurance policies that fit their needs and budget. I utilize insurance companies to quote term, type of policy, riders, and other features to inform the clients of the various life insurance options.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-19
S63 Uniform Securities Agent State Law Examination 2024-03-30
  • S65 Uniform Investment Adviser Law Examination
    2025-03-19
  • S63 Uniform Securities Agent State Law Examination
    2024-03-30
Other Names
  • Evette Beuschlein
  • Evette Bonfiglio

View on SEC IAPD

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