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Isabella Zora Shumay

Cbiz Investment Advisory Services, LLC

Independence, 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 2026-05-07
  • OH RA
    APPROVED
    Since 2026-05-07

Branch Locations

5959 Rockside Woods Blvd N Suite 600, Independence, 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
Independence High School Independence OH 08/2016 06/2020
Shumay Family Counseling Services Independence OH 06/2018 04/2021
Hospitality Restaurants Independence OH 05/2021 06/2023
Cbiz Independence OH 06/2023 Present
  • 08/2016 → 06/2020
    Independence High School
    Independence, OH
  • 06/2018 → 04/2021
    Shumay Family Counseling Services
    Independence, OH
  • 05/2021 → 06/2023
    Hospitality Restaurants
    Independence, OH
  • 06/2023 → Present
    Cbiz
    Independence, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-04
  • S65 Uniform Investment Adviser Law Examination
    2025-12-04

View on SEC IAPD

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MARK M TEPPER
ANTHONY A ZABIEGALA
MICHAEL T NOWACKI

Other Offices

STRATEGIC WEALTH PARTNERS, LTD. · INDEPENDENCE, OH
SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH
EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH
GATEPASS CAPITAL, LLC · INDEPENDENCE, OH
SPINNAKER FINANCIAL GROUP, LLC · INDEPENDENCE, OH
APPALOOSA WEALTH MANAGEMENT LLC · INDEPENDENCE, OH
BURNS FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH

More in Independence, OH

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