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Charles Garlin Stout

Cbiz Investment Advisory Services, LLC

Cleveland, OH

Boca Raton, FL

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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
FL RA APPROVED 2019-01-04
  • FL RA
    APPROVED
    Since 2019-01-04

Branch Locations

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

2255 W. Glades Road Suite 321A, Boca Raton, FL 33431 • 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
Cbiz Financial Solutions Inc Boca Raton FL 03/2012 Present
  • 03/2012 → Present
    Cbiz Financial Solutions Inc
    Boca Raton, FL
Previous Registrations
  • 2004-06-16 → 2006-06-16
    Usallianz Securities, Inc.
    Boca Raton, FL
    Boca Raton, FL
    North Palm Beach, FL
    Coral Gables, FL
    North Palm Beach, FL
    Clearwater, FL
Other Businesses

A MAJORITY OF TIME IS DEDICATED TO A ROLE PROVIDING NON-INVESTMENT RELATED SERVICES FOR THE PARENT COMPANY OF THE BROKER-DEALER OR ONE OR MORE OF ITS AFFILIATED COMPANIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-25
S63 Uniform Securities Agent State Law Examination 2000-03-22
  • S65 Uniform Investment Adviser Law Examination
    2017-07-25
  • S63 Uniform Securities Agent State Law Examination
    2000-03-22
Other Names
  • Chuck Stout

View on SEC IAPD

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MAI CAPITAL MANAGEMENT, LLC

Other Investors

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ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY
JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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