Best Investors Account Sign in
Current Employers
Clearstead; Clearstead Advisory Solutions

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-03-18
  • WA RA
    APPROVED
    Since 2026-03-18

Branch Locations

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

999 3Rd Avenue, Seattle, WA 98104 • 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 Clarius Group, Llc Seattle WA 04/2015 02/2026
Clearstead Advisors Cleveland OH 02/2026 Present
  • 04/2015 → 02/2026
    The Clarius Group, Llc
    Seattle, WA
  • 02/2026 → Present
    Clearstead Advisors
    Cleveland, OH
Previous Registrations
  • 2015-04-10 → 2026-02-18
    The Clarius Group, Llc
    Seattle, WA
  • 1999-03-29 → 2015-03-31
    Bristlecone Advisors Llc
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-21
S63 Uniform Securities Agent State Law Examination 1996-06-26
  • S65 Uniform Investment Adviser Law Examination
    1997-07-21
  • S63 Uniform Securities Agent State Law Examination
    1996-06-26
Designations
Other Names
  • Keith R Vernon

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cleveland, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor