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1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-21 |
| VA | RA | APPROVED | 2024-04-21 |
Branch Locations
1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
150 West Main Street Suite 1700, Norfolk, VA 23510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilbanks, Smith & Thomas Asset Management Llc | Norfolk | VA | 12/2001 | 04/2024 |
| Clearstead Advisory Solutions | Norfolk | VA | 04/2024 | Present |
NANSEMOND VENTURES LLC 150 W. MAIN ST NORFOLK, VA 23510 NANSEMOND VENTURES IS A FAMILY OWNED INVESTMENTS RELATED FIRM FOR TWO MEMBER MR. WARDEN SERVES AS VP AND SPENDS APPROX. 2 HOURS PER MONTH IN ADMINISTRATIVE DUTIES. NO CLIENTS OF WILBANKS, SMITH AND THOMAS ARE SOLICITED TO INVEST AS NANSEMOND VENTURES DOES NOT ACCEPT NEW MEMBERS. THE CURRENT VALUE IS APPROX. $14 MILLION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-20 |
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