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R Scott Nicholls

Cbiz Investment Advisory Services, LLC

Cleveland, OH

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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
OH RA APPROVED 2025-06-17
  • OH RA
    APPROVED
    Since 2025-06-17

Branch Locations

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
OrganizationCityStateFromTo
Lpl Financial, Llc Cleveland OH 08/2016 06/2025
Oswald Financial Inc. Cleveland OH 07/2016 09/2016
Global Retirement Partners, Llc Cleveland OH 11/2016 06/2025
Cbiz Cleveland OH 06/2025 Present
  • 08/2016 → 06/2025
    Lpl Financial, Llc
    Cleveland, OH
  • 07/2016 → 09/2016
    Oswald Financial Inc.
    Cleveland, OH
  • 11/2016 → 06/2025
    Global Retirement Partners, Llc
    Cleveland, OH
  • 06/2025 → Present
    Cbiz
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-07
S63 Uniform Securities Agent State Law Examination 2017-05-22
  • S65 Uniform Investment Adviser Law Examination
    2017-09-07
  • S63 Uniform Securities Agent State Law Examination
    2017-05-22

View on SEC IAPD

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