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Current Employers
Clearstead; Clearstead Advisory Solutions

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-04-25
  • VA RA
    APPROVED
    Since 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

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
OrganizationCityStateFromTo
Wilbanks, Smith & Thomas Asset Management Llc Norfolk VA 12/2006 04/2024
Clearstead Advisory Solutions Norfolk VA 04/2024 Present
Previous Registrations
Other Businesses

Shughrou LLC, 301 Central Ave, Metter, GA 30439. The LLC is not investment-related. The LLC is a holding company for commercial and residential rental properties in Georgia, established in 2005. The employee serves as an agent and devotes 0 hours per month to this business during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-06-30
  • S65 Uniform Investment Adviser Law Examination
    2007-06-30
Other Names
  • Brianna Therese Graham
  • Brianna Therese Graham

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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