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1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-19 |
Branch Locations
999 3Rd Avenue, Seattle, WA 98104 • 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 |
|---|---|---|---|---|
| The Pacific Financial Group | Bellevue | WA | 10/2012 | 01/2019 |
| The Clarius Group, Llc | Seattle | WA | 02/2019 | 01/2026 |
| Clearstead Advisors | Cleveland | OH | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-23 |
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