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Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-07-15
  • VA RA
    APPROVED
    Since 2021-07-15

Branch Locations

4401 Waterfront Drive Suite 250, Glen Allen, VA 23060 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc King Of Prussia PA 07/2014 04/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 04/2021
Cary Street Partners, Llc Glen Allen VA 07/2021 Present
  • 07/2014 → 04/2021
    Fidelity Brokerage Services Llc
    King Of Prussia, PA
  • 07/2018 → 04/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 07/2021 → Present
    Cary Street Partners, Llc
    Glen Allen, VA
Previous Registrations
  • 2018-07-13 → 2021-05-05
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2014-08-22 → 2018-07-13
    Richmond, VA
    Richmond, VA
  • 2013-07-19 → 2013-09-13
    Henrico, VA
  • 2012-07-19 → 2013-04-29
    Richmond, VA
  • 2012-02-02 → 2012-06-28
    Msi Financial Services, Inc.
    Richmond, VA
    Richmond, VA
  • 2011-04-13 → 2012-01-03
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Stafford, VA
    Fredericksburg, VA
    Colonial Beach, VA
    Hague, VA
    Fredericksburg, VA
  • 2010-10-28 → 2011-04-08
    North Chesterfield, VA
  • 2005-12-01 → 2010-09-22
    Msi Financial Services, Inc.
    Atlanta, GA
    Atlanta, GA
    Mt. Pleasant, SC
    Springfield, MA
    Springfield, MA
    Atlanta, GA
  • 2005-08-22 → 2005-12-31
    Metlife Investment Fund Services Llc
    Greenville, SC
  • 2004-04-13 → 2004-05-25
    Securian Financial Services, Inc.
    Daniel Island, SC
  • 2001-06-07 → 2004-03-10
    Morgan Stanley Dw Inc.
    Charleston, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-04-19
  • S66 Uniform Combined State Law Examination
    2000-04-19
Designations
Other Names
  • Paula Demars Megan
  • Paula Megan Burrichter
  • Paula Megan

View on SEC IAPD

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