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5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-07-13 |
| KS | RA | APPROVED | 2012-01-30 |
Branch Locations
700 West 47Th Street Suite 1100, Kansas City, MO 64112 • United States
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-10-11 |
Branch Locations
700 W 47Th St Suite 1100, Kansas City, MO 64112 • United States
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbiz Financial Solutions, Inc. | Cumberland | MD | 07/2008 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-21 |
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