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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 2025-04-13
  • VA RA
    APPROVED
    Since 2025-04-13

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
Clearstead Advisory Solutions Norfolk VA 04/2024 Present
Wilbanks Smith And Thomas Asset Management Llc Norfolk VA 09/2021 03/2024
Wholesale Screening Solutions Ocean View DE 06/2021 08/2021
University Of Maryland College Park MD 01/2019 05/2021
Howard Community College Columbia MD 08/2017 12/2018
Howard Community College Columbia MD 01/2019 08/2019
Victoria & Albert Hair Salon Columbia MD 12/2014 06/2018
  • 04/2024 → Present
    Clearstead Advisory Solutions
    Norfolk, VA
  • 09/2021 → 03/2024
    Wilbanks Smith And Thomas Asset Management Llc
    Norfolk, VA
  • 06/2021 → 08/2021
    Wholesale Screening Solutions
    Ocean View, DE
  • 01/2019 → 05/2021
    University Of Maryland
    College Park, MD
  • 08/2017 → 12/2018
    Howard Community College
    Columbia, MD
  • 01/2019 → 08/2019
    Howard Community College
    Columbia, MD
  • 12/2014 → 06/2018
    Victoria & Albert Hair Salon
    Columbia, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-04
  • S65 Uniform Investment Adviser Law Examination
    2025-04-04

View on SEC IAPD

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