Paul Andrew Heyman

Current Employers

Employment History

• 01/2009 → 11/2016
  Metlife Securities
  Wethersfield, CT
• 11/2016 → Present
  Lpl Financial, Llc
  Rocky Hill, CT
• 01/2019 → Present
  Excel Wealth Management, Llc
  Rocky Hill, CT

Previous Registrations

• 2010-06-03 → 2016-11-08
  Msi Financial Services, Inc.
  Glastonbury, CT

Other Businesses

1) 11/3/16-Barnum Benefits Advisors - Non-Variable Insurance- Inv. Related- at reported business location(s)- start date 1/1/2010- 2% 2) 10/7/2020 - Excel Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/01/2019 - 50 Hours Per Month/33 Hours During Securities Trading - I provide investment advisory services through Excel Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 01/2019. I expect to spend approximately 50 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 firm is separate from and independent of LPL Financial. 3) LPL Financial; Investment Related; Same Address; Broker-Dealer; Registered Representative; Started in November 2016; 10% of time spent per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-26
• S63 Uniform Securities Agent State Law Examination
  2003-06-23