Inactive

Daniel Fralin Powell

Clearstead; Clearstead Advisory Solutions

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Current Employers

Clearstead; Clearstead Advisory Solutions

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2024-04-23

VA RA
APPROVED

Since 2024-04-23

Branch Locations

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

150 West Main Street Suite 1700, Norfolk, VA 23510 • 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

Organization	City	State	From	To
Wilbanks, Smith & Thomas Asset Management, Llc	Norfolk	VA	08/2016	04/2024
Clearstead Advisory Solutions	Norfolk	VA	04/2024	Present

08/2016 → 04/2024

Wilbanks, Smith & Thomas Asset Management, Llc

Norfolk, VA
04/2024 → Present

Clearstead Advisory Solutions

Norfolk, VA

Previous Registrations

2016-08-22 → 2024-04-23

Wilbanks, Smith & Thomas Asset Management, Llc

Norfolk, VA
2014-02-05 → 2016-03-24

Heritage Wealth Advisors

Richmond, VA
2007-06-18 → 2014-01-24

Godsey & Gibb Wealth Management

Richmond, VA
2004-08-23 → 2007-05-24

Wells Fargo Clearing Services, Llc

Richmond, VA

Richmond, VA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2005-09-02
S65	Uniform Investment Adviser Law Examination	2004-08-21

S63 Uniform Securities Agent State Law Examination

2005-09-02
S65 Uniform Investment Adviser Law Examination

2004-08-21

Designations

Other Names

Dan F Powell
Dan Powell
Daniel F Powell

View on SEC IAPD

Other Firms

FIRST FIDUCIARY INVESTMENT COUNSEL INC

INDEPENDENCE WEALTH ADVISORS, LLC

VOYA FINANCIAL ADVISORS, INC.

EAGLE STRATEGIES LLC

W&S BROKERAGE SERVICES, INC.

M HOLDINGS SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

MAI CAPITAL MANAGEMENT, LLC

Other Investors

LAURA ANN COLLINS

ANDREW JOSEPH GIVENS

WILLIAM STONE HENRY

William Eugene Tomlinson

Ashley Celeste Kabalan

MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH

VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH

EAGLE STRATEGIES LLC · Independence, OH

W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH

M HOLDINGS SECURITIES, INC. · Cleveland, OH

AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

More in Cleveland, OH

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