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1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-04-25 |
Branch Locations
150 West Main Street Suite 1700, Norfolk, VA 23510 • United States
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 |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 08/2015 | 12/2021 |
| Wilbanks, Smith & Thomas Asset Management | Norfolk | VA | 01/2022 | 04/2024 |
| Clearstead Advisory Solutions | Norfolk | VA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-07-21 |
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