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Advisor at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
CLEVELAND, OH | Seattle, WA
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 | Mar 18, 2026 | n/a | yes | CLEVELAND, OH|Seattle, WA | Current employment |
| THE CLARIUS GROUP, LLC | Former SEC adviser | Apr 10, 2015 | Feb 18, 2026 | no | SEATTLE, WA | Previous registration |
| BRISTLECONE ADVISORS LLC | Former SEC adviser | Mar 29, 1999 | Mar 31, 2015 | no | SEATTLE, WA | 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 |
| BRISTLECONE ADVISORS LLC | THE CLARIUS GROUP, LLC | Mar 31, 2015 | Apr 10, 2015 | 10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 173347:105674:WA:2026-02-11 | Feb 18, 2026 | Mar 18, 2026 | SEATTLE, WA | Firm change |