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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
1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
150 West Main Street Suite 1700, Norfolk, VA 23510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilbanks, Smith & Thomas Asset Management, Llc | Norfolk | VA | 04/2016 | 04/2024 |
| Clearstead Advisory Solutions | Norfolk | VA | 04/2024 | Present |
Lakeport Landing, LLC Not investment-related 1256 Milum Drive Moore Haven, Fl 33471 Recreational vehicle park with 8 apartments Passive investor (11%) No title or responsibilities Closing date was 3/1/2024 No hours committed to the operation of the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-07 |
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