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Caroline Wilkes Pace

Clearstead; Clearstead Advisory Solutions

Norfolk, VA

Cleveland, OH

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Current Employers
Clearstead; Clearstead Advisory Solutions

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-04-25
  • VA RA
    APPROVED
    Since 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

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 Vanguard Group, Inc. Charlotte NC 06/2021 10/2023
The Vanguard Group, Inc. Charlotte NC 05/2020 08/2020
White Pine Wealth Management Portland ME 05/2019 07/2019
Envision Vienna VA 05/2018 07/2018
Virginia Tech Blacksburg VA 08/2017 06/2021
Midlothian Athletic Center Midlothian VA 05/2013 08/2019
Midlothian High School Midlothian VA 09/2013 06/2017
Wilbanks Smith & Thomas Norfolk VA 11/2023 04/2024
Clearstead Advisory Solutions Norfolk VA 04/2024 Present
  • 06/2021 → 10/2023
    The Vanguard Group, Inc.
    Charlotte, NC
  • 05/2020 → 08/2020
    The Vanguard Group, Inc.
    Charlotte, NC
  • 05/2019 → 07/2019
    White Pine Wealth Management
    Portland, ME
  • 05/2018 → 07/2018
    Envision
    Vienna, VA
  • 08/2017 → 06/2021
    Virginia Tech
    Blacksburg, VA
  • 05/2013 → 08/2019
    Midlothian Athletic Center
    Midlothian, VA
  • 09/2013 → 06/2017
    Midlothian High School
    Midlothian, VA
  • 11/2023 → 04/2024
    Wilbanks Smith & Thomas
    Norfolk, VA
  • 04/2024 → Present
    Clearstead Advisory Solutions
    Norfolk, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-10
  • S66 Uniform Combined State Law Examination
    2021-08-10
Designations
Other Names
  • Caroline Wilkes
  • Caroline Grace Wilkes
  • Caroline Grace Pace

View on SEC IAPD

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TRUIST ADVISORY SERVICES, INC.

Other Investors

HEINZ GARNER KOCH
JEFFREY SAMUEL MILLER
RALPH MARK COURAGE
WEYMAN GONG
CARTER BRANHAM SNOW FURR
SEAN STEPHEN MEEHAN
ROSE MILLER BENNETCH
B. WISTAR MORRIS

Other Offices

COURAGE MILLER PARTNERS, LLC · NORFOLK, VA
BROWN ADVISORY · NORFOLK, VA
COURAGE KORVING MILLER PARTNERS, LLC · NORFOLK, VA
BROWN ADVISORY · NORFOLK, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Norfolk, VA
DAVENPORT & COMPANY LLC · NORFOLK, VA
FIRST COMMAND ADVISORY SERVICES · Norfolk, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Norfolk, VA

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