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1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-04-21 |
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 |
|---|---|---|---|---|
| Grant Thornton | Arlington | VA | 09/2016 | 07/2019 |
| The College Of William And Mary | Williamsburg | VA | 08/2019 | 05/2020 |
| Markel | Glen Allen | VA | 06/2020 | 12/2020 |
| The College Of William And Mary | Williamsburg | VA | 01/2021 | 04/2021 |
| Wilbanks Smith & Thomas Asset Management, Llc | Norfolk | VA | 05/2021 | Present |
| Clearstead Advisory Solutions | Norfolk | VA | 04/2024 | Present |
Wilbanks Smith &Thomas Asset Management Investment Related 150 West Main Street Suite 1700 Norfolk, VA 23510 Portfolio Manager 05/2021 5-10 hours spent per month Manage three private fund investment vehicles to include coordination with third party administrator, audit team, tax team, and process distributions and general fund communication.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-14 |
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