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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-21 |
| CT | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paul Shay | Cheshire | CT | 01/1991 | Present |
| Lincoln Financial Securities | Cheshire | CT | 07/2008 | 01/2025 |
| Osaic Wealth, Inc. | Cheshire | CT | 01/2025 | Present |
1. BOARD MEMBER TOWN OF CHESHIRE PENSION BOARD POSITION: Board Member NATURE: Pension Board INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2014 ADDRESS: 515 Highland Ave, Cheshire, CT 06410 DESCRIPTION: I was asked to become a Pension Board member to assist the town and it's Pension Advisor during quarterly meetings with decisions that need to be made with regard to Pension Plan investments and sometimes regarding Pensioners themselves. Quarterly meetings are available to the public and minutes are public. 2. PAUL B SHAY, CLU, CHFC POSITION: Agent NATURE: Insurance Sales and Service INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1991 ADDRESS: 515 Highland Ave, Cheshire CT 06410, United States DESCRIPTION: Sell and service Life Insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-05-03 |
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