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1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-12 |
| TX | RA | APPROVED | 2024-04-21 |
| VA | RA | APPROVED | 2024-04-21 |
Branch Locations
1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
3605 Glenwood Avenue Suite 450, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilbanks, Smith & Thomas Asset Management Llc | Norfolk | VA | 02/2001 | Present |
| Clearstead Advisory Solutions | Norfolk | VA | 04/2024 | Present |
Wilbanks Smith & Thomas Asset Management Investment Related 150 West Main Street Suite 1700 Norfolk, VA 23510 Investment Advisory Firm Portfolio Manager 02/2001 Indefinite hours per month Help manage portfolio activities of RIA LAFAYETTE ADVISOR, LLC, INVESTMENT RELATED, Assistant Vice President, 150 WEST MAIN STREET, STE. 1400, NORFOLK, VIRGINIA 23510, INVESTMENT ADVISOR TO COLLECTIVE INVESTMENT TRUST, ASSISTANT VICE PRESIDENT, 2013 TO PRESENT, APPROXIMATELY 5 HOURS A MONTH, 5 HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-20 |
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