Best Investors Account Sign in
Current Employers
Cbiz Investment Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-03-09
  • MO RA
    APPROVED
    Since 2026-03-09

Branch Locations

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

14567 N Outer 40 Rd. Suite 300, Chesterfield, MO 63017 • 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
R.T. Jones Capital Equities Managment, Inc. St. Louis MO 11/2010 11/2021
Hm Capital Management Clayton MO 11/2021 01/2022
Onedigital Investment Advisors Llc Overland Park KS 01/2022 02/2025
Unemployed Saint Charles MO 02/2025 02/2026
Cbiz Investment Advisory Services, Llc St Louis MO 02/2026 Present
  • 11/2010 → 11/2021
    R.T. Jones Capital Equities Managment, Inc.
    St. Louis, MO
  • 11/2021 → 01/2022
    Hm Capital Management
    Clayton, MO
  • 01/2022 → 02/2025
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 02/2025 → 02/2026
    Unemployed
    Saint Charles, MO
  • 02/2026 → Present
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-03
S63 Uniform Securities Agent State Law Examination 2010-07-15
  • S65 Uniform Investment Adviser Law Examination
    2011-02-03
  • S63 Uniform Securities Agent State Law Examination
    2010-07-15

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cleveland, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor