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10155 Broadview Road Suite 6, Broadview Heights, OH 44147-3296 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-19 |
| MI | RA | APPROVED | 2015-02-18 |
| OH | RA | APPROVED | 2014-05-28 |
Branch Locations
10155 Broadview Road Suite 6, Broadview Heights, OH 44147-3296 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbs Funding, Inc. | Broadview Hts. | OH | 04/2007 | Present |
| Creative Benefit Strategies, Inc. | Broadview Hts. | OH | 04/2007 | Present |
| Cbs Funding, Inc. | Broadview Heights | OH | 05/2014 | Present |
| Herbs & Humor Llc | Royalton | OH | 05/2024 | Present |
| Stretch Comedy Wellness Llc | North Royalton | OH | 05/2024 | Present |
| National Speakers Association Of Ohio | Hilliard | OH | 07/2025 | Present |
(1)CREATIVE BENEFIT STRATEGIES, INC.; NO; BROADVIEW HTS., OH; RETIREMENT PLAN ADMINISTRATION & ACTUARIAL SERVICES; POSITION: OFFICE MANAGER; 04/2007; 100/ PER MO; 60/ PER MO; DUTIES: GENERAL BOOKKEEPING (PROCESS ACCOUNTS RECEIVABLE & ACCOUNTS PAYABLE, ACCOUNT RECONCIALIATION AND SEND REPORTS TO PARTNERS AND CPA); HUMAN RESOURCES (MAINTAIN EMPLOYEE PERSONNEL FILES, PREPARE PAPERWORK FOR NEW HIRES, RECORD VACATION/SICK TIME, EMPLOYEE BENEFITS PAPERWORK); SECRETARIAL (PREPARE AND DISTRIBUTE CORRESPONDENCE, HANDLE ASSIGNED PROJECTS, ANSWER PHONES AS NEEDED); GENERAL OFFICE MANAGEMENT (COORDINATE WITH IT CONSULTANT TO RESOLVE COMPUTER ISSUES, OVERSEE RECORD RETENTION, PROTECTION AND RETRIEVAL, FOLLOW UP ON VENDOR CONTRACT RENEWALS) (2) STRETCH COMEDY WELLNESS LLC; NO; NORTH ROYALTON, OH; 05/2024; YOGA AND WELLNESS WORKSHOPS AND RETREATS; POSITION: OWNER; 10/ HRS MO; 0/ HRS MO; MANAGEMENT, MARKETING, FACILITATOR (3) HERBS & HUMOR LLC; NO; NORTH ROYALTON, OH; 05/2024; HEALTH COACHING & WELLNES PRODUCTS; POSTION: MEMBER; 10/ HRS MO; 0/HRS MO; CO-MANAGEMENT, HEALTH COACHING SERVICES, WELLNESS PRODUCT SALES. (4) NATIONAL SPEAKERS ASSOCIATION OF OHIO; NO; HILLIARD, OH; NON-PROFIT; BOARD TREASURER; 07/2025; 6/ HRS MO; 0/ HRS MO; MAINTAIN FINANCIAL RECORDS, PROVIDE FINANCIAL REPORTS, FILE YEARLY TAX DOCUMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-27 |
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