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1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management | Norfolk | VA | 04/2018 | Present |
| Target Group | Chesapeake | VA | 01/2015 | 04/2018 |
| Student, Tcc/Odu | Norfolk | VA | 01/2013 | 12/2017 |
| Clearstead Advisory Solutions | Norfolk | VA | 04/2024 | Present |
Wilbanks Smith & Thomas Asset Management Investment related 150 West Main Street Suite 1700 Norfolk, VA 23510 Portfolio Specialist 04/2018 5-8 hours per month devoted to other business Duties include updating market collateral for the mutual fund, running internal analysis on the mutual fund vs peers, meetings with third-party distribution team for the Fund, monitoring daily/monthly Fund reports, quarterly Fund Board meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-23 |
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