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5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2017-08-14 |
Branch Locations
700 W 47Th Street Suite 1100, Kansas City, MO 64112 • United States
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2013-03-22 |
| KS | RA | APPROVED | 2004-01-02 |
Branch Locations
700 West 47Th Street Suite 1100, Kansas City, MO 64112 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbiz Benefits & Insurance Services, Inc. | Leawood | KS | 02/1990 | Present |
| Cbiz Financial Solutions, Inc. | Leawood | KS | 01/2000 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-06 |
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