Sophia Louise Ivancich is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with CLEARSTEAD ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CLEARSTEAD ADVISORS, LLC | 2024-04-21 | present | Yes |
| WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | 2023-07-17 | 2024-04-19 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2022-06-02 | 2023-06-16 | — |
| ROBERT W. BAIRD & CO. INCORPORATED | 2019-05-31 | 2022-06-12 | — |
| LPL FINANCIAL LLC | 2018-11-13 | 2019-06-19 | — |