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5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-05-29 |
Branch Locations
115 W State St Suite 300, Media, PA 19063 • United States
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kdb Resources, Inc | Media | PA | 12/1996 | 06/2017 |
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2005 | 01/2017 |
| Inr Advisory Services, Llc | Media | PA | 07/2017 | 05/2018 |
| Cbiz Investment Advisory Services Llc | Cleveland | OH | 05/2018 | Present |
1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) Delaware County Fraternal Order of Police Lodge 27 Foundation - Non Investment Related - 0 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-22 |
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