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1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-04-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Townebank Mortgage | Virginia Beach | VA | 08/2016 | 02/2021 |
| Draper And Kramer Mortgage Corp. | Downers Grove | IL | 02/2021 | 06/2021 |
| Ovm | Virginia Beach | VA | 06/2021 | 03/2022 |
| Wilbanks Smith & Thomas | Norfolk | VA | 03/2022 | 03/2024 |
| Clearstead Advisory Solutions | Norfolk | VA | 04/2024 | Present |
ChangeGrower; 401 Dunwich Rd, Chesapeake, VA 23325; Not investment related; Mental Health company; Founder; Start date: 5/22/2023; 3-10 hours per month; responsibilities include ideation, customer discover, and product development. Tim also has a number of independent roles starting on 1/1/2024 including ride sharing, affiliate marketing, digital marketing, music, writing. In total, he spends roughly 1-5 hours per month in these roles. None of these roles are investment related. He carries out these responsibilities at 401 Dunwich Rd, Chesapeake, VA 23325.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
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