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RIA / WealthAdvisorChartered Financial Analyst22 years in industry

DANIEL FRALIN POWELL

Advisor at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Norfolk, VA | CLEVELAND, OH

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Search this name across graphsid dfx:ria:15f1f4c9-a6ac-86d1-cd36-72c49b809f95

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 23, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 21, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63|S65
First exam: Aug 21, 2004
First registration: Aug 23, 2004
Dual registered: no
Other names: DAN F POWELL|DAN POWELL|DANIEL F POWELL
IAPD individual key: 4792430

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS	Independent wealth	Apr 23, 2024	n/a	yes	CLEVELAND, OH\|Norfolk, VA	Current employment
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC	Former SEC adviser	Aug 22, 2016	Apr 23, 2024	no	NORFOLK, VA	Previous registration
HERITAGE WEALTH ADVISORS	Independent wealth	Feb 5, 2014	Mar 24, 2016	no	RICHMOND, VA	Previous registration
GODSEY & GIBB WEALTH MANAGEMENT	Independent wealth	Jun 18, 2007	Jan 24, 2014	no	RICHMOND, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 23, 2004	May 24, 2007	no	RICHMOND, VA\|RICHMOND, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC	CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS	Apr 23, 2024	Apr 23, 2024	0	Firm change	RIA to RIA
HERITAGE WEALTH ADVISORS	WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC	Mar 24, 2016	Aug 22, 2016	151	Firm change	Other
GODSEY & GIBB WEALTH MANAGEMENT	HERITAGE WEALTH ADVISORS	Jan 24, 2014	Feb 5, 2014	12	Firm change	Other
WELLS FARGO ADVISORS	GODSEY & GIBB WEALTH MANAGEMENT	May 24, 2007	Jun 18, 2007	25	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
106060:105674:VA:2024-04-19	Apr 23, 2024	Apr 23, 2024	NORFOLK, VA	Firm change

Relationships

Registered with (5)

→ CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONSRegistered adviserregistration: current employment
Apr 23, 2024 to presentfactForm ADV
→ WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 22, 2016 to Apr 23, 2024factForm ADV
→ HERITAGE WEALTH ADVISORSRegistered adviserregistration: previous registration
Feb 5, 2014 to Mar 24, 2016factForm ADV
→ GODSEY & GIBB WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 18, 2007 to Jan 24, 2014factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 23, 2004 to May 24, 2007factForm ADV

Dated events

Occurred
Apr 23, 2024
Advisor changed firm
Daniel Fralin Powell left Wilbanks, Smith & Thomas Asset Management, Llc for Clearstead; Clearstead Advisory Solutions (registered 2024-04-23)
Form ADVobserved 6 days ago