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Karen Susan Roberts

Cbiz Investment Advisory Services, LLC

Cleveland, OH

Maitland, 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 2019-10-07
  • FL RA
    APPROVED
    Since 2019-10-07

Branch Locations

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

2290 Lucien Way Suite 205, Maitland, FL 32751 • 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. Orlando FL 11/2002 Present
Cbiz Institutional Benefit Services, Inc. Orlando FL 02/2000 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-12-09
  • S65 Uniform Investment Adviser Law Examination
    2002-12-09
Other Names
  • Karen Susan Biber
  • Karen Susan Zupko

View on SEC IAPD

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