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

Jul 15, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jul 15, 2010

First registration

Feb 4, 2011

Dual registered

no

IAPD individual key

5775744

• Occurred

  Jan 7, 2026
  Advisor changed firm

  Dominic Depaul Trupiano left Onedigital for Cbiz Investment Advisory Services, Llc (registered 2026-03-09)

  Form ADVobserved 4 days ago
• Occurred

  Jan 2, 2023
  Advisor changed firm

  Dominic Depaul Trupiano left Hm Capital Management, Llc for Onedigital (registered 2022-01-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:72dd30fb-ebe0-cb9d-1a9a-899734556644

First observed

Feb 4, 2011

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.