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
VA RA APPROVED 2024-04-29
  • VA RA
    APPROVED
    Since 2024-04-29

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
Wilbanks, Smith & Thomas Asset Management Llc Norfolk VA 10/1999 04/2024
Clearstead Advisory Solutions Norfolk VA 04/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-08
  • S65 Uniform Investment Adviser Law Examination
    2006-07-08
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Norfolk, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor