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Inactive

Martin Barnwell Bel

Cbiz Investment Advisory Services, LLC

Maitland, FL

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
FL RA APPROVED 2019-01-28
  • FL RA
    APPROVED
    Since 2019-01-28

Branch Locations

2290 Lucien Way Suite 205, Maitland, FL 32751 • 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 Financial Solutions, Inc. Maitland FL 07/2006 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-09-02
  • S63 Uniform Securities Agent State Law Examination
    1994-09-02
Designations

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · MAITLAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MAITLAND, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Maitland, FL
MOORS & CABOT, INC. · Maitland, FL
FIFTH THIRD SECURITIES, INC. · MAITLAND, FL
HYPERION WEALTH MANAGEMENT, LLC · MAITLAND, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Maitland, FL
EDWARD JONES · MAITLAND, FL

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