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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

Paula deMars Megan

Advisor at CARY STREET PARTNERS

Glen Allen, VA

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Search this name across graphsid dfx:ria:a8124964-1de3-a0f4-34a1-3d853d77cfc3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 0
Observed: Jun 7, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CARY STREET PARTNERS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 19, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 11
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 19, 2000
First registration: Jun 7, 2001
Dual registered: yes, broker-dealer
Other names: PAULA DEMARS MEGAN|Paula Megan Burrichter|PAULA MEGAN
IAPD individual key: 4128703

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CARY STREET PARTNERS	Bd affiliated wealth	Jul 15, 2021	n/a	yes	Glen Allen, VA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	May 5, 2021	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 22, 2014	Jul 13, 2018	no	RICHMOND, VA\|RICHMOND, VA	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Jul 19, 2013	Sep 13, 2013	no	HENRICO, VA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jul 19, 2012	Apr 29, 2013	no	RICHMOND, VA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 2, 2012	Jun 28, 2012	no	RICHMOND, VA\|RICHMOND, VA	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Apr 13, 2011	Jan 3, 2012	no	CHARLOTTE, NC\|STAFFORD, VA\|FREDERICKSBURG, VA\|COLONIAL BEACH, VA\|HAGUE, VA\|FREDERICKSBURG, VA	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Oct 28, 2010	Apr 8, 2011	no	RICHMOND, VA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Dec 1, 2005	Sep 22, 2010	no	ATLANTA, GA\|ATLANTA, GA\|MT. PLEASANT, SC\|SPRINGFIELD, MA\|SPRINGFIELD, MA\|ATLANTA, GA	Previous registration
METLIFE INVESTMENT FUND SERVICES LLC	n/a	Aug 22, 2005	Dec 31, 2005	no	GREENVILLE, SC	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Apr 13, 2004	May 25, 2004	no	DANIEL ISLAND, SC	Previous registration
MORGAN STANLEY DW INC.	n/a	Jun 7, 2001	Mar 10, 2004	no	CHARLESTON, SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	CARY STREET PARTNERS	May 5, 2021	Jul 15, 2021	71	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
PARK AVENUE SECURITIES LLC	STRATEGIC ADVISERS LLC	Sep 13, 2013	Aug 22, 2014	343	Firm change	Other
EQUITABLE ADVISORS, LLC	PARK AVENUE SECURITIES LLC	Apr 29, 2013	Jul 19, 2013	81	Firm change	Other
MSI FINANCIAL SERVICES, INC.	EQUITABLE ADVISORS, LLC	Jun 28, 2012	Jul 19, 2012	21	Firm change	Other
BB&T INVESTMENT SERVICES, INC.	MSI FINANCIAL SERVICES, INC.	Jan 3, 2012	Feb 2, 2012	30	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	BB&T INVESTMENT SERVICES, INC.	Apr 8, 2011	Apr 13, 2011	5	Firm change	Other
MSI FINANCIAL SERVICES, INC.	VALIC FINANCIAL ADVISORS, INC.	Sep 22, 2010	Oct 28, 2010	36	Firm change	Other
METLIFE INVESTMENT FUND SERVICES LLC	MSI FINANCIAL SERVICES, INC.	Dec 31, 2005	Dec 1, 2005	-30	Bulk transfer	Other
SECURIAN FINANCIAL SERVICES, INC.	METLIFE INVESTMENT FUND SERVICES LLC	May 25, 2004	Aug 22, 2005	454	Firm change after gap	Other
MORGAN STANLEY DW INC.	SECURIAN FINANCIAL SERVICES, INC.	Mar 10, 2004	Apr 13, 2004	34	Firm change	Other

Relationships

Registered with (11)

→ CARY STREET PARTNERSRegistered adviserregistration: current employment
Jul 15, 2021 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to May 5, 2021factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Aug 22, 2014 to Jul 13, 2018factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Jul 19, 2013 to Sep 13, 2013factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 19, 2012 to Apr 29, 2013factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 2, 2012 to Jun 28, 2012factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Apr 13, 2011 to Jan 3, 2012factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Oct 28, 2010 to Apr 8, 2011factForm ADV
→ METLIFE INVESTMENT FUND SERVICES LLCRegistered adviserregistration: previous registration
Aug 22, 2005 to Dec 31, 2005factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 13, 2004 to May 25, 2004factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jun 7, 2001 to Mar 10, 2004factForm ADV

Dated events

No dated event names this entity yet.