Robert Downing Mundin

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2024-05-06

Branch Locations

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	Nofolk	VA	09/2020	04/2024
Philips Jones Wealth Management - Ameriprise Financial Services	Knoxville	TN	06/2018	10/2018
Bankers Insurance	Lynchburg	VA	06/2017	08/2017
Bankers Insurance	Lynchburg	VA	09/2019	01/2020
University Of Tennessee	Knoxville	TN	08/2015	05/2019
N/A	Lynchburg	VA	05/2019	09/2019
N/A	Lynchburg	VA	01/2020	09/2020
Clearstead Advisory Solutions	Norfolk	VA	04/2024	Present

09/2020 → 04/2024

Wilbanks, Smith & Thomas Asset Management

Nofolk, VA
06/2018 → 10/2018

Philips Jones Wealth Management - Ameriprise Financial Services

Knoxville, TN
06/2017 → 08/2017

Bankers Insurance

Lynchburg, VA
09/2019 → 01/2020

Bankers Insurance

Lynchburg, VA
08/2015 → 05/2019

University Of Tennessee

Knoxville, TN
05/2019 → 09/2019

N/A

Lynchburg, VA
01/2020 → 09/2020

N/A

Lynchburg, VA
04/2024 → Present

Clearstead Advisory Solutions

Norfolk, VA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-04-12

Other Firms