Jennifer Lynn Tripp

Current Employers

Cbiz Investment Advisory Services, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-03-13

CA RA
APPROVED

Since 2020-03-13

Branch Locations

160 W Santa Clara Street Suite 675, San Jose, CA 95113 • United States

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

Organization	City	State	From	To
Cbiz Benefits & Insurance Services, Inc.	San Jose	CA	06/2001	Present
Cbiz Financial Solutions, Inc.	San Jose	CA	02/2005	Present

06/2001 → Present

Cbiz Benefits & Insurance Services, Inc.

San Jose, CA
02/2005 → Present

Cbiz Financial Solutions, Inc.

San Jose, CA

Other Businesses

CARLOTTO PROPERTIES SANTA CLARA, LLC; NON-INV RELATED; 1778 CONRAD AVE, SAN JOSE CA 95124; COMMERICAL PROPERTY; MEMBER; 0 HOURS DURING TRADING; PROPERTY MANAGEMENT. CARLOTTO PROPERTIES REDDING, LLC; NON-INV RELATED; 1778 CONRAD AVE, SAN JOSE CA 95124; COMMERICAL PROPERTY; MANAGING MEMBER; 0 HOURS DURING TRADING; PROPERTY MANAGEMENT.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-03-11
S63	Uniform Securities Agent State Law Examination	2005-06-07

S66 Uniform Combined State Law Examination

2020-03-11
S63 Uniform Securities Agent State Law Examination

2005-06-07

Other Names

Jennifer Lynn Carlotta
Jennifer Lynn Carlotta

View on SEC IAPD