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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

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
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
  • 08/2015 → 12/2021
    Fidelity Investments
    Merrimack, NH
  • 01/2022 → 04/2024
    Wilbanks, Smith & Thomas Asset Management
    Norfolk, VA
  • 04/2024 → Present
    Clearstead Advisory Solutions
    Norfolk, VA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-07-21
  • S63 Uniform Securities Agent State Law Examination
    2014-07-21
Designations

View on SEC IAPD

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