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

Apr 26, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S65

First exam

Apr 26, 1996

First registration

Jul 3, 2001

Dual registered

no

Other names

STEVE BOWERY

IAPD individual key

1893325

• Occurred

  May 2, 2024
  Advisor changed firm

  Stephen James Bowery left Wilbanks, Smith & Thomas Asset Management, Llc for Clearstead; Clearstead Advisory Solutions (registered 2024-05-02)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:601a7b29-2a5b-6f5d-47d2-36ac4e8b4a4c

First observed

Jul 3, 2001

Last observed

Sep 15, 2026 5 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.