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Brian Edward Dean

Cbiz Investment Advisory Services, LLC

Cleveland, OH

Cbiz Financial Solutions, Inc.

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 2017-08-11
  • OH RA
    APPROVED
    Since 2017-08-11

Branch Locations

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Cbiz Financial Solutions, Inc.

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2008-03-10
OH RA APPROVED 2000-08-29
  • TX RA
    APPROVED
    Since 2008-03-10
  • OH RA
    APPROVED
    Since 2000-08-29

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 Financial Solutions, Inc. Cleveland OH 08/2000 Present
Cbiz Investment Advisory Services Llc Cleveland OH 01/2017 Present
Previous Registrations
  • 2010-05-20 → 2011-04-01
    Cbiz Wealth Management, Llc
    Cleveland, OH
  • 2007-08-07 → 2010-03-25
    Gallery Advisors, Llc
    Cleveland, OH
  • 2002-01-02 → 2005-02-04
    Gallery Asset Management, Inc.
    Cleveland, OH
Other Businesses

A PORTION OF TIME IS DEDICATED TO A ROLE PROVIDING NON-INVESTMENT RELATED SERVICES FOR THE PARENT COMPANY CBIZ, Inc. and its affiliates.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-04-15
  • S63 Uniform Securities Agent State Law Examination
    1999-04-15
Designations

View on SEC IAPD

Other Firms

FIRST FIDUCIARY INVESTMENT COUNSEL INC
INDEPENDENCE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.
EAGLE STRATEGIES LLC
W&S BROKERAGE SERVICES, INC.
M HOLDINGS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MAI CAPITAL MANAGEMENT, LLC

Other Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY
JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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