DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
CLEVELAND, OH | Norfolk, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS | Independent wealth | Oct 13, 2024 | n/a | yes | CLEVELAND, OH|Norfolk, VA | Current employment |
| TULL FINANCIAL GROUP, INC. | Independent wealth | Oct 17, 2017 | Jun 20, 2023 | no | CHESAPEAKE, VA | Previous registration |
| WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | Former SEC adviser | Jan 27, 2014 | Oct 23, 2017 | no | NORFOLK, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TULL FINANCIAL GROUP, INC. | CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS | Jun 20, 2023 | Oct 13, 2024 | 481 | Firm change after gap | RIA to RIA |
| WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | TULL FINANCIAL GROUP, INC. | Oct 23, 2017 | Oct 17, 2017 | -6 | Firm change | Other |