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5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2018-10-09 |
Branch Locations
9755 Patuxent Woods Dr Suite 200, Columbia, MD 21046 • United States
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbiz Benefits & Insurance Services (Formerly Benicor Associates) | Calverton | MD | 04/1992 | Present |
| Cbiz Financial Solutions, Inc. | Calverton | MD | 01/2004 | Present |
A portion of her time is dedicated to a role providing non-investment related services for the parent company, CBIZ Inc. and its affiliated entities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-20 |
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