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

Oct 1, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

First registration

Oct 27, 2014

Dual registered

no

IAPD individual key

1536438

• Occurred

  Feb 13, 2025
  Advisor changed firm

  Allen Curtis Berg left Waveland Family Office, Llc for Clearstead; Clearstead Advisory Solutions (registered 2025-02-14)

  Form ADVobserved 6 days ago
• Occurred

  Feb 22, 2023
  Advisor changed firm

  Allen Curtis Berg left Northcoast Asset Management Llc for Waveland Family Office, Llc (registered 2023-03-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:657587a6-3a61-ccfd-7d17-6a0d8f2c6fc1

First observed

Oct 27, 2014

Last observed

Sep 15, 2026 6 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.