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Sophia Louise Ivancich

Clearstead; Clearstead Advisory Solutions

Cleveland, OH

Norfolk, VA

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Current Employers
Clearstead; Clearstead Advisory Solutions

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-04-21
VA RA APPROVED 2024-04-21
  • NC RA
    APPROVED
    Since 2024-04-21
  • VA RA
    APPROVED
    Since 2024-04-21

Branch Locations

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

150 West Main Street Suite 1700, Norfolk, VA 23510 • 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
Judson University Elgin IL 08/2015 05/2017
Ann Inc, Loft Rockford IL 08/2016 05/2019
Northwestern Mutual Chicago IL 01/2017 04/2017
Lpl Financial, Llc Rockford IL 04/2017 05/2019
R. W. Baird Wausau WI 05/2019 06/2022
Randall Wealth Management, Llc West Bend WI 06/2022 06/2023
Cambridge Investment Research, Inc. Fairfield IA 06/2022 06/2023
Cambridge Investment Research Advisors, Inc. Fairfield IA 06/2022 06/2023
Wilbanks, Smith & Thomas Asset Management, Llc Norfolk VA 07/2023 04/2024
Clearstead Advisory Solutions Norfolk VA 04/2024 Present
  • 08/2015 → 05/2017
    Judson University
    Elgin, IL
  • 08/2016 → 05/2019
    Ann Inc, Loft
    Rockford, IL
  • 01/2017 → 04/2017
    Northwestern Mutual
    Chicago, IL
  • 04/2017 → 05/2019
    Lpl Financial, Llc
    Rockford, IL
  • 05/2019 → 06/2022
    R. W. Baird
    Wausau, WI
  • 06/2022 → 06/2023
    Randall Wealth Management, Llc
    West Bend, WI
  • 06/2022 → 06/2023
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2022 → 06/2023
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 07/2023 → 04/2024
    Wilbanks, Smith & Thomas Asset Management, Llc
    Norfolk, VA
  • 04/2024 → Present
    Clearstead Advisory Solutions
    Norfolk, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-12
  • S66 Uniform Combined State Law Examination
    2018-11-12
Designations
Other Names
  • Sophie Randall
  • Sophia Louise Randall
  • Sophia L Randall

View on SEC IAPD

Other Firms

FIRST FIDUCIARY INVESTMENT COUNSEL INC
INDEPENDENCE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.
EAGLE STRATEGIES LLC
W&S BROKERAGE SERVICES, INC.
M HOLDINGS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MAI CAPITAL MANAGEMENT, LLC

Other Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY
JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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