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Current Employers
Clearstead; Clearstead Advisory Solutions

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-02-24
  • WA RA
    APPROVED
    Since 2026-02-24

Branch Locations

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

999 3Rd Avenue, Seattle, WA 98104 • 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
The Clarius Group, Llc Seattle WA 06/2016 12/2020
The Clarius Group, Llc Seattle WA 06/2016 02/2026
The Clarius Group, Llc Seattle WA 01/2021 02/2026
The Clarius Group, Llc Seattle WA 08/2023 02/2026
Clearstead Advisors, Llc Seattle WA 02/2026 Present
  • 06/2016 → 12/2020
    The Clarius Group, Llc
    Seattle, WA
  • 06/2016 → 02/2026
    The Clarius Group, Llc
    Seattle, WA
  • 01/2021 → 02/2026
    The Clarius Group, Llc
    Seattle, WA
  • 08/2023 → 02/2026
    The Clarius Group, Llc
    Seattle, WA
  • 02/2026 → Present
    Clearstead Advisors, Llc
    Seattle, WA
Previous Registrations
  • 2016-06-16 → 2026-02-18
    The Clarius Group, Llc
    Seattle, WA
Designations

View on SEC IAPD

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