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Cbiz Investment Advisory Services, LLC CRD 286002
$12.8B regulatory AUM 768 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-09-26 |
Branch Locations
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
6801 Brecksville Rd Door N, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbiz Financial Solutions Inc | Cleveland | OH | 06/2014 | Present |
Cory is the owner of Cory McComas Music where he is the sole proprietor and creates music for public consumption. He received compensation as the owner and creator. This is run from his personal residence and is not conducted during Trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-03 |
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