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

Aug 9, 1991earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Aug 9, 1991

First registration

May 24, 2004

Dual registered

no

Other names

ROBERT ALAN LONGFIELD

IAPD individual key

2099575

Graph

RIA / Wealth Management

Canonical id

dfx:ria:abb89e45-5239-89ab-855a-ed916c112e38

First observed

May 24, 2004

Last observed

Sep 14, 2026 5 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.