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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
NC RA APPROVED 2025-09-01
  • NC RA
    APPROVED
    Since 2025-09-01

Branch Locations

4194 Mendenhall Oaks Parkway, High Point, NC 27265 • 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
Adp Broker-Dealer, Inc. Florham Park NJ 11/2013 Present
Adp Inc. Florham Park NJ 11/2013 Present
  • 11/2013 → Present
    Adp Broker-Dealer, Inc.
    Florham Park, NJ
  • 11/2013 → Present
    Adp Inc.
    Florham Park, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-28
S63 Uniform Securities Agent State Law Examination 2014-01-10
  • S65 Uniform Investment Adviser Law Examination
    2025-07-28
  • S63 Uniform Securities Agent State Law Examination
    2014-01-10

View on SEC IAPD

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