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Matthew Brian Taylor

Cbiz Investment Advisory Services, LLC

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 2023-07-05
  • OH RA
    APPROVED
    Since 2023-07-05

Branch Locations

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
Cbiz Cleveland OH 05/2018 Present
Mcdonalds Athens OH 09/2018 05/2020
Ohio University Athens OH 08/2016 05/2021
  • 05/2018 → Present
    Cbiz
    Cleveland, OH
  • 09/2018 → 05/2020
    Mcdonalds
    Athens, OH
  • 08/2016 → 05/2021
    Ohio University
    Athens, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-16
  • S65 Uniform Investment Adviser Law Examination
    2023-06-16

View on SEC IAPD

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