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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Waltham | MA | 11/2007 | 01/2025 |
| Osaic Wealth, Inc. | Waltham | MA | 01/2025 | Present |
1)PAUL MEANEY 17 DAVIS BROOK DRIVE NATICK MA 01760 CATEGORY: REAL ESTATE MANAGEMENT, RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: MAINTAIN CONDITION OF PROPERTIES AND COLLECT RENTAL INCOME START DATE: 09/01/1994 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 2) PAUL J MEANEY 20 FOX ROAD WALTHAM, MA 02451 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED LIFE INSURANCE, FIXED ANNUITIES, DISABILITY INSURANCE, AND LONG TERM CARE INSURANCE START DATE: 10/13/2017 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 WEBSITE ADDRESS: NONE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-12 |
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