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Kerry Jo Ely

Cbiz Investment Advisory Services, LLC

Cleveland, OH

Cleveland, OH

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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 2020-01-16
  • OH RA
    APPROVED
    Since 2020-01-16

Branch Locations

6801 Brecksville Rd Door N, Cleveland, OH 44131 • United States

5959 Rockside Woods Blvd N Suite 600, Cleveland, 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
Stay Home Parent Brecksville OH 10/2006 12/2017
Cbiz Financial Solutions Inc Cleveland OH 12/2017 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-22
  • S65 Uniform Investment Adviser Law Examination
    2018-06-22

View on SEC IAPD

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