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 RETIREMENT PLAN ADVISORY SERVICES

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

Jan 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

20derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Oct 9, 2008

First registration

May 25, 2010

Dual registered

no

IAPD individual key

5084117

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4e09cf7f-3915-ed36-f184-a3ca31a9e77b

First observed

May 25, 2010

Last observed

Sep 14, 2026 7 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.