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Advisor at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
Deerfield, IL | CLEVELAND, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS | Independent wealth | Feb 13, 2025 | n/a | yes | CLEVELAND, OH|Deerfield, IL | Current employment |
| WAVELAND FAMILY OFFICE, LLC | Former SEC adviser | Oct 23, 2024 | Feb 13, 2025 | no | DEERFIELD, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WAVELAND FAMILY OFFICE, LLC | CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS | Feb 13, 2025 | Feb 13, 2025 | 0 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 325248:105674:IL:2025-02-13 | Feb 13, 2025 | Feb 13, 2025 | DEERFIELD, IL | Firm change |