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Cindy Renea Orr

Cbiz Investment Advisory Services, LLC

Kansas City, MO

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
MO RA APPROVED 2019-08-19
KS RA APPROVED 2019-08-16
  • MO RA
    APPROVED
    Since 2019-08-19
  • KS RA
    APPROVED
    Since 2019-08-16

Branch Locations

700 W 47Th St Suite 1100, Kansas City, MO 64112 • 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 Benefits & Insurance Services, Inc. Leawood KS 05/1993 Present
Cbiz Financial Solutions, Inc. Leawood KS 05/2005 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-10-03
S63 Uniform Securities Agent State Law Examination 1996-08-16
  • S65 Uniform Investment Adviser Law Examination
    2005-10-03
  • S63 Uniform Securities Agent State Law Examination
    1996-08-16
Other Names
  • Cindy Renea Wheat
  • Cindy Evans
  • Cindy Hernandez
  • Cindy Renea Hernandez

View on SEC IAPD

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