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Jeffrey Paul Levine

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 2025-11-10
  • CT RA
    APPROVED
    Since 2025-11-10

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
Thomas Capital Group, Llc Gig Harbor WA 07/2006 10/2025
Amon & Associates Glastonbury CT 11/2025 Present
Osaic Wealth, Inc Glastonbury CT 11/2025 Present
  • 07/2006 → 10/2025
    Thomas Capital Group, Llc
    Gig Harbor, WA
  • 11/2025 → Present
    Amon & Associates
    Glastonbury, CT
  • 11/2025 → Present
    Glastonbury, CT
Other Businesses

1. THE COUSINS FUND POSITION: General Partner NATURE: General Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2003 ADDRESS: 23 Minnie Lane, Rocky Hill CT 06067, United States DESCRIPTION: I am a general partner, but one of the other partners does the trading for the account. 1-2 times per year, I will distribute proceeds to myself and the other 2 partners. 2. WETHERSFIELD COUNTRY CLUB POSITION: Finance Subcommittee Member NATURE: Connecticut Domestic Non-Profit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/24/2026 ADDRESS: 76 Country Club road, Wethersfield CT 06109, United States DESCRIPTION: Acting with others on the subcommittee to be another "set of eyes" regarding any finance topics, but primarily to be concerning possibly renovating or rebuilding the clubhouse.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-12-27
  • S63 Uniform Securities Agent State Law Examination
    2000-12-27
Designations

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