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1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-24 |
| VA | RA | APPROVED | 2024-04-24 |
Branch Locations
150 West Main Street Suite 1700, Norfolk, VA 23510 • United States
1100 Superior Ave East Suite 700, Cleveland, OH 44114 • 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 | 01/2005 | Present |
| Clearstead Advisory Solutions | Norfolk | VA | 04/2024 | Present |
Wilbanks Smith & Thomas Asset Management Investment Related 150 West Main Street Suite 1700 Norfolk, VA 23510 Investment Advisory Firm Portfolio Manager 01/2005 [Number of Hours per month spent - 16] [Describe duties - Portfolio Manager / Analysis]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-20 |
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