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.

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

Mar 28, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S66|S63

First exam

Mar 28, 2001

First registration

May 15, 2002

Dual registered

no

Other names

ROGER HERMAN SCHEFFEL|ROGER HERMAN SCHEFFELL

IAPD individual key

4298675

• Occurred

  Apr 25, 2024
  Advisor changed firm

  Roger Herman Scheffel left Wilbanks, Smith & Thomas Asset Management, Llc for Clearstead; Clearstead Advisory Solutions (registered 2024-04-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4d1e1546-b518-0da4-324d-1d69c38cd8c3

First observed

May 15, 2002

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.