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Paula Marie Lewis

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 2019-03-29
  • OH RA
    APPROVED
    Since 2019-03-29

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 Uniontown OH 06/2014 Present
  • 06/2014 → Present
    Cbiz
    Uniontown, OH
Previous Registrations
Other Businesses

J&O CORPORATION, FAMILY COMPANY - MINIMAL TIME/VARIOUS DUTIES ONLY WHEN NEEDED OUTSIDE OF TRADING HOURS. JUNKAWAY FRANCHISING, FAMILY COMPANY - MINIMAL TIME/VARIOUS DUTIES ONLY WHEN NEEDED OUTSIDE OF TRADING HOURS. Also, a portion of her time is dedicated to a role providing non-investment related services for the parent company, CBIZ Inc. and its affiliated entities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-28
  • S65 Uniform Investment Adviser Law Examination
    2017-05-28

View on SEC IAPD

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