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505 Faulconer Drive Suite 2A, Charlottesville, VA 22903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-22 |
Branch Locations
505 Faulconer Drive Suite 2A, Charlottesville, VA 22903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Inc. | New York | NY | 08/2009 | 06/2018 |
| Jp Morgan Clearing Corp. | New York | NY | 08/2009 | 11/2016 |
| Truist Investment Services, Inc. | Charlottesville | VA | 09/2021 | 01/2025 |
| Unemployed | Charlottesville | VA | 05/2018 | 09/2021 |
| Truist Advisory Services, Inc | Charlottesville | VA | 09/2021 | 01/2025 |
| Aria Wealth Partners, Llc | Charlottesville | VA | 01/2025 | Present |
In addition to fees received for investment advisory services, Caitlin Borland 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 Caitlin Borland at the office of Aria Wealth Partners. She has been licensed to sell insurance since December 2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-15 |
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