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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 2022-02-23
  • OH RA
    APPROVED
    Since 2022-02-23

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
Cbiz Cleveland OH 09/2021 Present
Clearstead Cleveland OH 09/2018 08/2021
Capital Strategies Investment Group Oakbrook Terrace IL 06/2014 08/2018
  • 09/2021 → Present
    Cbiz
    Cleveland, OH
  • 09/2018 → 08/2021
    Clearstead
    Cleveland, OH
  • 06/2014 → 08/2018
    Capital Strategies Investment Group
    Oakbrook Terrace, IL
Designations

View on SEC IAPD

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