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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
OH RA APPROVED 2018-03-09
  • OH RA
    APPROVED
    Since 2018-03-09

Branch Locations

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Cbiz Financial Solutions, Inc.

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2006-07-12
  • OH RA
    APPROVED
    Since 2006-07-12

Branch Locations

6801 Brecksville Rd Door N, Independence, 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 Independence OH 01/2005 Present
  • 01/2005 → Present
    Cbiz
    Independence, OH
Previous Registrations
  • 2010-05-25 → 2011-04-01
    Cbiz Wealth Management, Llc
    Cleveland, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-10-09
  • S63 Uniform Securities Agent State Law Examination
    2008-10-09
Designations

View on SEC IAPD

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