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505 Faulconer Drive Suite 2A, Charlottesville, VA 22903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-25 |
| VA | RA | APPROVED | 2025-01-23 |
Branch Locations
505 Faulconer Drive Suite 2A, Charlottesville, VA 22903 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Bb&T Securities, Llc | Charlottesville | VA | 02/2008 | 02/2021 |
| Truist Investment Services, Inc. | Charlottesville | VA | 02/2021 | 01/2025 |
| Truist Advisory Services, Inc. | Charlottesville | VA | 02/2021 | 01/2025 |
| Aria Wealth Partners, Llc | Charlottesville | VA | 01/2025 | Present |
In addition to fees received for investment advisory services, Paula Gunter receives additional compensation for licensed insurance and annuity sales and revenue where she spends less than 5 hours a month (during business hours). Insurance sales are investment-related, and processed in the name of Paula Gunter at the office of Aria Wealth Partners. She has been licensed to sell insurance since May 2002.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-08 |
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