Elaine Patrice Bartels

Current Employers

Cbs Funding, Inc.

10155 Broadview Road Suite 6, Broadview Heights, OH 44147-3296 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2024-12-02
OH	RA	APPROVED	2024-12-02
TX	RA	APPROVED	2024-12-02

MI RA
APPROVED

Since 2024-12-02
OH RA
APPROVED

Since 2024-12-02
TX RA
APPROVED

Since 2024-12-02

Branch Locations

10155 Broadview Road Suite 6, Broadview Heights, OH 44147-3296 • 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

Organization	City	State	From	To
Cbs Funding, Inc.	Broadview Heights	OH	12/2024	Present
Creative Benefit Strategies, Inc.	Broadview Heights	OH	06/2014	Present

12/2024 → Present

Cbs Funding, Inc.

Broadview Heights, OH
06/2014 → Present

Creative Benefit Strategies, Inc.

Broadview Heights, OH

Other Businesses

CREATIVE BENEFIT STRATEGIES, INC; NOT-INV REL; BROADVIEW HEIGHTS, OH; ACTUARIAL/CONSULTING SERVICES; ACCOUNTING SPECIALIST; START 06/2014; 100 HRS/MO; 60 DURING SEC TRADING HRS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-11-19

S65 Uniform Investment Adviser Law Examination

2024-11-19

View on SEC IAPD

Current Employers

Cbs Funding, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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