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Connor Fraser Dabney Fanney

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
VA RA APPROVED 2024-04-25
  • VA RA
    APPROVED
    Since 2024-04-25

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
Cantor Fitzgerald & Co New York NY 07/2015 03/2021
Wilbanks Smith And Thomas Asset Management, Llc Norfolk VA 03/2021 04/2024
Clearstead Advisory Solutions Norfolk VA 04/2024 Present
  • 07/2015 → 03/2021
    Cantor Fitzgerald & Co
    New York, NY
  • 03/2021 → 04/2024
    Wilbanks Smith And Thomas Asset Management, Llc
    Norfolk, VA
  • 04/2024 → Present
    Clearstead Advisory Solutions
    Norfolk, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-08
S63 Uniform Securities Agent State Law Examination 2016-06-20
  • S65 Uniform Investment Adviser Law Examination
    2021-12-08
  • S63 Uniform Securities Agent State Law Examination
    2016-06-20
Other Names
  • Connor Fanney

View on SEC IAPD

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