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Cbiz Investment Advisory Services, LLC CRD 286002
$12.8B regulatory AUM 768 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-01-18 |
Branch Locations
44 Baltimore Street, Cumberland, MD 21502 • United States
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2008-05-14 |
| MD | RA | APPROVED | 2001-01-29 |
Branch Locations
50 Baltimore Street 4Th Floor, Cumberland, MD 21502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbiz Benefits & Insurance Services Of Maryland, Inc. | Cumberland | MD | 03/1997 | Present |
| Cbiz Financial Solutions, Inc. | Cumberland | MD | 09/1998 | Present |
RICHARD L HARSHMAN & BARBARA S HARSHMAN REAL ESTATE INVESTMENT; 12808 LOY WOLFE RD, MYERSVILLE MD 21773, Middlepoint Road LLC; REAL ESTATE INVESTMENT; OWNER; 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-10-06 |
| S65 | Uniform Investment Adviser Law Examination | 1998-09-28 |
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