Paul Tamagni

Current Employers

Employment History

• 11/2015 → Present
  Lpl Financial Llc
  Milford, MA
• 12/2015 → 06/2018
  The Patriot Financial Group
  Westbourgh, MA
• 03/2020 → Present
  Northeast Planning Associates, Inc.
  Milford, MA

Previous Registrations

• 2015-12-07 → 2018-06-29
  The Patriot Financial Group, Llc
  Milford, MA
  Walpole, MA

Other Businesses

1. 11/30/2015 - Tamagni Wealth Advisors - INV REL - 53 Dilla Street, Milford, MA 01757 - DBA for LPL Business (entity for LPL business) - START 11/2015 - 100% TIME SPENT 2. 04/18/2017 - Mt. Holly Marketing - Investment Related - 2 San Clemente Circle, Milford, MA 01757 - Business Entity For Tax/Investment Purposes Only - Started 03/06/2017 - 4 Hours Per Month/4 Hours During Securities Trading - advised by my tax planner to open a C Corp marketing company as part of my personal tax strategies. I will act as President and Vice-President and my wife Amy will act as Treasurer and Secretary. There is also at third minimal share holder, Jonathan Rodgers (my nephew), as recommended by the tax planners. 3. 5/23/2018 - No Business Name - Not Investment Related - At Reported Business Location(s) & Mt Holly Vt. - Real Estate Rental - Start Date: 01/01/2018 - 10 Hours Per Month/0 Hours During Securities Trading. 4. 8/27/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 12/16/2015 - 5 Hours Per Month/1 Hour During Securities Trading - Fixed insurance. 5. 03/18/2019 - Millford Club LLC - Investment Related - Milford, MA 01757 - Real Estate Rental - start date: 01/02/2019 - 5 hrs/mo - 2 hrs during trading - I am looking to be a 1/3 owner of a real estate purchase (building and land). 6. 4/8/2020 - Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 04/01/2020 - 10 Hours Per Month During Securities Trading - I provide financial planning and consulting services through Northeast Planning Associates, Inc, an independent investment advisor firm. I started this business activity in 4/2020. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-19
• S63 Uniform Securities Agent State Law Examination
  2002-12-30