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Current Employers
Cbiz Investment Advisory Services, Llc

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-10-01
  • IN RA
    APPROVED
    Since 2024-10-01

Branch Locations

3925 River Crossing Parkway Suite 100, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hoover Financial Advisors Zionsville IN 02/2001 Present
Cambridge Investment Research, Inc Fairfield IA 06/2004 11/2017
Cbiz Investment Advisory Services, Llc Cleveland OH 10/2024 Present
  • 02/2001 → Present
    Hoover Financial Advisors
    Zionsville, IN
  • 06/2004 → 11/2017
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 10/2024 → Present
    Cleveland, OH
Previous Registrations
  • 2004-06-04 → 2025-03-31
    Hoover Financial Advisors
    Indianapolis, IN
  • 2002-07-31 → 2004-06-17
    Osaic Fa, Inc.
    Indianapolis, IN
  • 2001-03-15 → 2002-08-12
    Indianpolis, IN
Other Businesses

1)HOOVER FINANCIAL ADVISORS, 7755 E 500 S, Zionsville, IN 46077, 6/2004, Winding down previous business as the owner. 60 HOURS/YEAR AFTER 10/1/24. 20 HOURS PER MONTH 10/1/24 TO 12/31/24. 2) LSH LLC, REAL ESTATE INVESTMENT ENTITY, 7755 EAST 500 SOUTH, ZIONSVILLE, IN 46077, 9/2017 AS MEMBER. INVESTMENT-RELATED, PASSIVE. NEGLIGIBLE TIME SPENT NOT DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-02-05
  • S66 Uniform Combined State Law Examination
    2001-02-05
Designations
Other Names
  • Elizabeth Ann Goodrich
  • Elizabeth A Hoover

View on SEC IAPD

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