This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63

First exam

May 7, 1993

First registration

Feb 8, 2000

Dual registered

no

IAPD individual key

1662282

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1e21d033-c2bc-af1f-e81b-96e3b6894c86

First observed

Feb 8, 2000

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.