Paul Asbjoin Matheson

Current Employers

Employment History

• 02/2007 → 02/2017
  Scottrade
  Peabody, MA
• 06/2017 → 11/2017
  National Planning Corporation
  Wakefield, MA
• 02/2017 → 05/2017
  Unemployed
  Beverly, MA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Wakefield, MA
• 07/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 11/2017 → 07/2023
  Independent Financial Group
  Wakefield, MA
• 10/2019 → 05/2023
  F3 Logic, Llc
  Wakefield, MA
• 05/2017 → Present
  Compass Point Retirement Planning
  Wakefield, MA
• 06/2023 → Present
  Gallagher Fiduciary Advisors, Llc
  Wakefield, MA

Previous Registrations

• 2016-11-15 → 2017-02-02
  Scottrade Investment Management
  Saint Louis, MO
• 2005-03-07 → 2006-02-27
  Winslow, Evans & Crocker, Inc.
  Boston, MA

Other Businesses

1) Compass Point Retirement Planning, Inc;investment related;500 Edgewater Drive,Suite 565,Wakefield,MA 01880;s-corp;client services representative;5/21/2017;128 hrs/month;128 hrs during trading;registered admin assistant for dba Compass Point Retirement Planning, Inc 2) f3 Logic,LLC;investment related;500 Edgewater Drive,Suite 565,Wakefield,MA 01880;llc;client services representative;11/07/2017;30 hrs/month;30 hrs during trading;registered admin of f3 Logic,LLC 3) GALLAGHER FIDUCIARY ADVISORS, LLC POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 112 START DATE: 06/19/2023 ADDRESS: 500 Edgewater Drive, Suite 565, Wakefield MA 01880, United States DESCRIPTION: Work with clients and managing client accounts. 4) GALLAGHER FIDUCIARY ADVISORS, LLC POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 5 START DATE: 11/25/2025 ADDRESS: 500 Edgewater Drive, Suite 565, Wakefield MA 01880, United States DESCRIPTION: Outside Insurance 5) GALLAGHER FIDUCIARY ADVISORS POSITION: Notary Public NATURE: Notary Public Commonwealth of Massachusetts INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2017 ADDRESS: 500 Edgewater Drive, Suite 565, Wakefield MA 01880, United States DESCRIPTION: Notary

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-25
• S63 Uniform Securities Agent State Law Examination
  2004-07-01

Designations

Other Names

• Paul Asbjoin Matheson
• Paul Asbjoin Matheson
• Paul A Matheson