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1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Freestone Capital Management Llc | Seattle | WA | 01/2015 | 07/2021 |
| Laird Norton Wealth Management | Seattle | WA | 08/2021 | 09/2022 |
| The Clarius Group, Llc | Seattle | WA | 10/2022 | 07/2024 |
| The Clarius Group, Llc | Seattle | WA | 07/2024 | 02/2026 |
| Clearstead Advisors | Cleveland | OH | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-26 |
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