Paula D Tarpey

Current Employers

Employment History

• 09/2001 → Present
  Lincoln National Life
  Columbus, OH
• 09/2001 → 01/2025
  Lincoln Financial Advisors
  Columbus, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Columbus, OH

Previous Registrations

• 2001-11-06 → 2025-01-24
  Osaic Fa, Inc.
  Columbus, OH
  Columbus, OH

Other Businesses

1) KENSINGTON WEALTH PARTNERS, LTD POSITION: Employee, Agent, Partner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 10/01/2001 ADDRESS: 7650 Rivers Edge Dr, Columbus OH 43235, United States DESCRIPTION: Offer Accident Insurance, Disability Insurance, Fixed Annuities, Indexed Annuities, Long-Term Care Insurance and Traditional Life Insurance 2) PARTNERSHIPS FOR AUTHENTIC LEARNING AND LEADERSHIP POSITION: Board Member NATURE: Non-profit 501 (c) (3) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/10/2021 ADDRESS: 1930 Concord Rd., Columbus OH 43212, United States DESCRIPTION: Help the founders organize their new 501(c) (3), they are revamping an existing 501 (c) (3) they have run since 1996, to include new executive leadership ) (a succession plan).Provide strategic advice in the areas that I have the most experience. That will include providing financial expertise and general strategic input. Will consist of board and committee meetings and one on one meetings with the leaders of this new organization. No work with the schools or school districts themselves. 3) PAULA TARPEY POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 12000 Gulf Blvd., Unit 303S, Treasure Island FL 33706, United States DESCRIPTION: own the property and occasionally rent it to family and friends. 4) PAULA D TARPEY, AUTHOR POSITION: Owner, Other NATURE: Literature INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2019 ADDRESS: 7650 Rivers Edge Dr, Suite 250, Columbus OH 43235, United States DESCRIPTION: author a chapter in a book on planning for a unique family. Book title is Master Your Financial Success. 5) GRANTS COMMITTEE OF THE COMMUNITY FOUNDATION OF DELAWARE COUNTY POSITION: Committee Member NATURE: Foundation. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/15/2011 ADDRESS: 110 Riverbend Ave, Suite 101, Powell OH 43065, United States DESCRIPTION: Make suggestions to the Foundation board on grants requests made by non profits who support our local community 6) CHAIR OF INVESTMENT COMMITTEE FOR THE DELAWARE COUNTY FOUDATION POSITION: Committee Member, Other NATURE: Foundation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 110 Riverbend Avenue, suite 101, Powell OH 43065, United States DESCRIPTION: Not to recommend or vote on the specific investments themselves but to participate in general discussions of existing holdings, asset classes and product types which would not include any Lincoln products 7) CHAIRPERSON OF THE BOARD OF DIRECTORS FOR THE DELAWARE COUNTY FOUNDATION POSITION: Board person Chair of the Delaware County Foundation NATURE: Delaware County Foundation is the community fund for Delaware County, Ohio. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2026 ADDRESS: 110 Riverbend Ave., Suite 101, Powell OH 43065, United States DESCRIPTION: The board meets 9 times a year. As Chair of the board I will be required to sit on several committees. I still Chair the Investment committee and will still be a member of the Grants Committee.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-05-28

Other Names

• Paula Diane Kenny