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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 | 2018-04-18 |
Branch Locations
50 Baltimore Street, Cumberland, MD 21502 • United States
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2017-12-22 |
Branch Locations
50 Baltimore Street 4Th Floor, Cumberland, MD 21502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbiz Accounting, Tax & Advisory Of Cumberland, Llc | Cumberland | MD | 02/2001 | Present |
| Cbiz Financial Solutions, Inc. | Cumberland | MD | 04/2005 | Present |
A MAJORITY OF TIME IS DEDICATED TO PROVIDING INVESTMENT RELATED SERVICES FOR CBIZ IAS, AN AFFILIATE OF THE BROKER-DEALER. A PORTION 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-20 |
| S66 | Uniform Combined State Law Examination | 2004-09-03 |
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