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Paula Carole Pass

Arkagos Advisors & Asset Management, Inc.

Alexandria, VA

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Current Employers
Arkagos Advisors & Asset Management, Inc.

218 N Lee St Ste 316, Alexandria, VA 22314 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
MD RA APPROVED 2025-01-01
NC RA APPROVED 2021-09-30
TX RA APPROVED 2021-09-29
VA RA APPROVED 2021-09-27
  • FL RA
    APPROVED
    Since 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01
  • NC RA
    APPROVED
    Since 2021-09-30
  • TX RA
    APPROVED
    Since 2021-09-29
  • VA RA
    APPROVED
    Since 2021-09-27

Branch Locations

218 N Lee St Ste 316, Alexandria, VA 22314 • 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
Center Street Advisors Nashville TN 09/2015 07/2017
Brookstone Capital Management Wheaton IL 07/2017 08/2021
Arkagos Advisors & Asset Management, Inc. Alexandria VA 07/2021 Present
Previous Registrations
Other Businesses

INDEPENDENT INSURANCE AGENT WITH PASS ADVISORY FIRM LLC.; 218 N LEE ST, STE 316 ALEXANDRIA, VA 22314; FIXED INSURANCE SALES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-28
  • S66 Uniform Combined State Law Examination
    2013-10-28
Designations
Other Names
  • Paula Carole Lyons
  • Paula Pass

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA
INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA
EDWARD JONES · Alexandria, VA
THE EDGAR LOMAX COMPANY · ALEXANDRIA, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALEXANDRIA, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA

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