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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 2020-01-16
  • OH RA
    APPROVED
    Since 2020-01-16

Branch Locations

6801 Brecksville Rd Door N, Cleveland, OH 44131 • United States

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
Cbiz Cleveland OH 05/2018 Present
Ashland University Ashland OH 09/2018 12/2018
Ashland University Ashland OH 01/2017 Present
Kent State Kent OH 08/2015 12/2016
Cbiz Cleveland OH 05/2017 08/2017
Pete Laikos Wadsworth OH 06/2013 07/2018
  • 05/2018 → Present
    Cbiz
    Cleveland, OH
  • 09/2018 → 12/2018
    Ashland University
    Ashland, OH
  • 01/2017 → Present
    Ashland University
    Ashland, OH
  • 08/2015 → 12/2016
    Kent State
    Kent, OH
  • 05/2017 → 08/2017
    Cbiz
    Cleveland, OH
  • 06/2013 → 07/2018
    Pete Laikos
    Wadsworth, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-11
  • S65 Uniform Investment Adviser Law Examination
    2019-05-11

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