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Zachary Stephen Pierce

Cbiz Investment Advisory Services, LLC

Kansas City, MO

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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
MO RA APPROVED 2022-05-25
  • MO RA
    APPROVED
    Since 2022-05-25

Branch Locations

700 West 47Th Street Suite 1100, Kansas City, MO 64112 • 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 Kansas City MO 01/2022 Present
Cbiz Kansas City MO 08/2016 12/2021
  • 01/2022 → Present
    Cbiz
    Kansas City, MO
  • 08/2016 → 12/2021
    Cbiz
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-25
  • S65 Uniform Investment Adviser Law Examination
    2022-05-25

View on SEC IAPD

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