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Advisor at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
Seattle, WA | CLEVELAND, OH
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 | Mar 18, 2026 | n/a | yes | Seattle, WA|CLEVELAND, OH | Current employment |
| THE CLARIUS GROUP, LLC | Former SEC adviser | May 19, 2025 | Feb 18, 2026 | no | SEATTLE, WA | Previous registration |
| CANTERBURY CONSULTING INCORPORATED | Independent wealth | Jul 8, 2024 | Apr 17, 2025 | no | NEWPORT BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE CLARIUS GROUP, LLC | CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS | Feb 18, 2026 | Mar 18, 2026 | 28 | Firm change | RIA to RIA |
| CANTERBURY CONSULTING INCORPORATED | THE CLARIUS GROUP, LLC | Apr 17, 2025 | May 19, 2025 | 32 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 173347:105674:WA:2026-02-11 | Feb 18, 2026 | Mar 18, 2026 | SEATTLE, WA | Firm change |