Inactive

Travis D. Helmich

Cbiz Investment Advisory Services, LLC

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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

Authority	Category	Status	Date
OH	RA	APPROVED	2021-11-12

OH RA
APPROVED

Since 2021-11-12

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

Organization	City	State	From	To
Fifth Third Bank	Cleveland	OH	01/2013	10/2021
Fifth Third Securities	Cleveland	OH	03/2014	10/2021
Cbiz Investment Advisory Services Llc	Cleveland	OH	10/2021	Present

01/2013 → 10/2021

Fifth Third Bank

Cleveland, OH
03/2014 → 10/2021

Fifth Third Securities

Cleveland, OH
10/2021 → Present

Cbiz Investment Advisory Services Llc

Cleveland, OH

Previous Registrations

2016-11-28 → 2021-10-22

Fifth Third Securities, Inc.

Westlake, OH

Rocky River, OH

Parma, OH

Brecksville, OH

Avon, OH

Avon Lake, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-01-17
S63	Uniform Securities Agent State Law Examination	2014-05-27

S65 Uniform Investment Adviser Law Examination

2017-01-17
S63 Uniform Securities Agent State Law Examination

2014-05-27

View on SEC IAPD

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