Wayne Freeman Wilbanks

Current Employers

Employment History

• 11/1990 → Present
  Wilbanks, Smith & Thomas Asset Management Llc
  Norfolk, VA
• 04/2024 → Present
  Clearstead Advisory Solutions
  Norfolk, VA

Previous Registrations

• 1990-11-29 → 2024-05-13
  Wilbanks, Smith & Thomas Asset Management, Llc
  Norfolk, VA

Other Businesses

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT LLC INVESTMENT RELATED 150 West Main Street, Suite 1700, Norfolk VA 23510 INVESTMENT ADVISORY FIRM PRESIDENT SINCE NOVEMBER,1990 5 hours per month Overseeing the Firm W-A PARTNERSHIP (A FAMILY LTD PARNERSHIP) MANAGING PARTNER 7437 PINECROFT LANE, NORFOLK VA 23510 INVESTS IN STOCKS AND REAL ESTATE RELATIONSHIP BEGAN IN 1973 1 HOUR PER MONTH, NONE DURING TRADING HOURS, NO CLIENTS OF WILBANKS, SMITH & THOMAS ARE SOLICIATED TO PARTICIPATE. CURRENT VALUE IS $1,000,000. IN REAL ESTATE. LAFAYETTE ADVISOR, LLC, INVESTMENT RELATED, PRESIDENT, 150 WEST MAIN STREET, STE. 1400, NORFOLK, VIRGINIA 23510, INVESTMENT ADVISOR TO COLLECTIVE INVESTMENT TRUST, ASSISTANT VICE PRESIDENT, 2013 TO PRESENT, APPROXIMATELY 1 HOURS A MONTH, 1 HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS. WST INVESTMENT TRUST, INVESTMENT RELATED, PRESIDENT, 150 WEST MAIN STREET, STE. 1400, NORFOLK, VIRGINIA 23510, INVESTMENT ADVISOR TO COLLECTIVE INVESTMENT TRUST, ASSISTANT VICE PRESIDENT, 2012 TO PRESENT, APPROXIMATELY 3 HOURS A MONTH, 3 HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS. GUEST HOUSE HOLDINGS LLC, SUBSTANCE ABUSE FACILITY LOCATED IN OCALA FLORIDA, MEMBER, 150 WEST MAIN STREET, STE. 1400, NORFOLK, VIRGINIA 23510, INVESTMENT ADVISOR TO COLLECTIVE INVESTMENT TRUST, ASSISTANT VICE PRESIDENT, JULY 2016 TO PRESENT, APPROXIMATELY 3 HOURS A MONTH, 1 HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1990-11-19
• S63 Uniform Securities Agent State Law Examination
  1982-06-03

Designations