Paula Roark

Current Employers

Solaris Strategic Wealth

Waxhaw, NC • United States

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2026-02-19
NC	RA	APPROVED	2026-02-18

NV RA
APPROVED

Since 2026-02-19
NC RA
APPROVED

Since 2026-02-18

Branch Locations

11121 Carmel Commons Blvd Suite 355, Charlotte, NC 28226 • United States

Waxhaw, NC • 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

Organization	City	State	From	To
Money Counts, Inc	Charlotte	NC	10/2020	02/2024
Homemaker	Charlotte	NC	04/2011	10/2020
Lpl Financial, Llc	Charlotte	NC	05/2024	02/2026
Solaris Strategic Wealth, Llc	Waxhaw	NC	02/2026	Present
Simplicity Investments	Summit	NJ	02/2026	Present
Lpl Financial, Llc	Charlotte	NC	07/2024	02/2026

10/2020 → 02/2024

Money Counts, Inc

Charlotte, NC
04/2011 → 10/2020

Homemaker

Charlotte, NC
05/2024 → 02/2026

Lpl Financial, Llc

Charlotte, NC
02/2026 → Present

Solaris Strategic Wealth, Llc

Waxhaw, NC
02/2026 → Present

Simplicity Investments

Summit, NJ
07/2024 → 02/2026

Lpl Financial, Llc

Charlotte, NC

Previous Registrations

2024-07-27 → 2026-02-17

Lpl Financial Llc

Charlotte, NC

San Diego, CA

Waxhaw, NC

Charlotte, NC

Charlotte, NC

Other Businesses

1.) SOLARIS STRATEGIC WEALTH - 10/1/2020 - 414 Five Leaf Lane Waxhaw, NC 28713 - Wealth Advisor, Financial advisor/investment advice/wealth planning, Invt Rel, Financial planning & invt mgmt, 128 hrs/mo; 90 hrs/mo (during trading hours).

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-26

S66 Uniform Combined State Law Examination

2024-07-26

Other Names

Paula Roark
Paula Pazos
Paula P Roark

View on SEC IAPD