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5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-08-11 |
Branch Locations
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
160 W Santa Clara St Suite 675, San Jose, CA 95113 • United States
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2002-07-18 |
Branch Locations
160 W. Santa Clara Street Suite 675, San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbiz Benefits & Insurance Services, Inc. | San Jose | CA | 01/1997 | Present |
| Blach Family Foundation | San Jose | CA | 06/1999 | Present |
| Cbiz Financial Solutions, Inc. | San Jose | CA | 07/2002 | Present |
SERVING ON BOARD OF DIRECTORS FOR BLACH CONSTRUCTION COMPANY. ATTENDS ONE MEETING ANNUALLY. RECEIVES SMALL STIPEND. A PORTION OF TIME IS DEDICATED TO PROVIDING INVESTMENT RELATED SERVICES FOR CBIZ IAS, AN AFFILIATE OF THE BROKER-DEALER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-11-16 |
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