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Wayne Turner House

Clearstead; Clearstead Advisory Solutions

Cleveland, OH

Norfolk, VA

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Current Employers
Clearstead; Clearstead Advisory Solutions

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-05-02
  • NC RA
    APPROVED
    Since 2024-05-02

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
OrganizationCityStateFromTo
Unemployed Chapel Hill NC 11/2016 04/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2017 02/2018
Northwestern Mutual Investment Services Llc Durham NC 04/2017 02/2018
Hatteras Funds Raleigh NC 03/2016 10/2016
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2017 02/2018
Wilbanks Smith & Thomas Asset Management, Llc Raleigh NC 02/2018 04/2024
Clearstead Advisory Solutions Norfolk VA 04/2024 Present
  • 11/2016 → 04/2017
    Unemployed
    Chapel Hill, NC
  • 04/2017 → 02/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 04/2017 → 02/2018
    Northwestern Mutual Investment Services Llc
    Durham, NC
  • 03/2016 → 10/2016
    Hatteras Funds
    Raleigh, NC
  • 08/2017 → 02/2018
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 02/2018 → 04/2024
    Wilbanks Smith & Thomas Asset Management, Llc
    Raleigh, NC
  • 04/2024 → Present
    Clearstead Advisory Solutions
    Norfolk, VA
Previous Registrations
Other Businesses

Finance Committee Member- First Presbyterian Church, Durham, NC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-04
S63 Uniform Securities Agent State Law Examination 2011-09-08
  • S65 Uniform Investment Adviser Law Examination
    2018-04-04
  • S63 Uniform Securities Agent State Law Examination
    2011-09-08
Other Names
  • Wayne Turner House

View on SEC IAPD

Other Firms

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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
JOSEPH QUERY
Alec Acampora
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

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