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Cbs Funding, Inc. CRD 158408
$70.5M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10155 Broadview Road Suite 6, Broadview Heights, OH 44147-3296 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-04-18 |
| TX | RA | APPROVED_RES | 2012-01-19 |
| OH | RA | APPROVED | 2011-09-08 |
Branch Locations
10155 Broadview Road Suite 6, Broadview Heights, OH 44147-3296 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Benefit Strategies Inc | Broadview Heights | OH | 12/1995 | Present |
| Cbs Property Managment, Ltd | Broadview Heights | OH | 11/2004 | Present |
| Cbs Funding, Inc. | Broadview Heights | OH | 08/2011 | Present |
1) INSURANCE AGENT; INV REL; BROADVIEW HGTS, OH; SELLING LIFE, DISABILITY AND ANNUITIES-1099 INCOME, 1 HR/MONTH. 2) CREATIVE BENEFIT STRATEGIES, INC.; NOT INV REL; BROADVIEW HEIGHTS, OH; ACTUARIAL, ADMINSTRATION, CONSULTING-QUALIFIED RET PLANS; 1995; 80% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-24 |
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