Paula P. Roark
Professional summary
Paula P Roark, who also goes by Paula Pazos, Paula P Roark, Paula Roark, is a registered financial advisor currently at SOLARIS STRATEGIC WEALTH located in Charlotte, North Carolina and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Paula is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Paula has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
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Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paula P Roark's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 18, 2026 - Present
SOLARIS STRATEGIC WEALTH
Office #1: 11121 Carmel Commons Blvd Suite 355, Charlotte, NC 28226February 12, 2026 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901July 27, 2024 - February 17, 2026
LPL FINANCIAL LLC
May 10, 2024 - February 17, 2026
LPL FINANCIAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/19/2026)
(2/12/2026)
(2/18/2026)
Exams
Series 7TO
Date: 5/10/2024
General Securities Representative ExaminationFINRA
Current Firm
SOLARIS STRATEGIC WEALTH
CRD#: 339657 / SEC#:
Contact information
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