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1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-25 |
| TX | RA | APPROVED | 2024-04-25 |
| VA | RA | APPROVED | 2024-04-25 |
Branch Locations
150 West Main Street Suite 1700, Norfolk, VA 23510 • United States
1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilbanks, Smith & Thomas Llc | Norfolk | VA | 09/2009 | Present |
| Clearstead Advisory Solutions | Norfolk | VA | 04/2024 | Present |
Wilbanks Smith & Thomas Asset Management Investment Related 150 West Main Street Suite 1700 Norfolk, VA 23510 Investment Advisory Firm Portfolio Manager 09/2009 [5-10 hours spent per month] Portfolio Manager LAFAYETTE ADVISORS, LLC INVESTMENT RELATED, ASSISTANT VICE PRESIDENT, 150 WEST MAIN STREET, STE. 1400, NORFOLK, VIRGINIA 23510, INVESTMENT ADVISOR TO COLLECTIVE TRUST, 2013 TO PRESENT, APPROXIMATELY 4 HOURS A MONTH, 0 HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS, INTERACT WITH SUBADVISOR, WST. WST INVESTMENT TRUST, INVESTMENT RELATED/MUTUAL FUND, VICE PRESIDENT, 150 WEST MAIN STREET, STE. 1400, NORFOLK, VIRGINIA 23510, MUTUAL FUND OVERSIGHT AND OPERATIONS, 2014 TO PRESENT, APPROXIMATELY 3 HOURS A MONTH, LESS THAN 1 HOUR DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS, PARTICIPATE IN BOARD MEETINGS/INTERACTION WITH COMPLIANCE AND ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-28 |
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