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Advisor at PEAK WEALTH SOLUTIONS
PEPPER PIKE, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PEAK WEALTH SOLUTIONS | Independent wealth | Nov 1, 2021 | n/a | yes | PEPPER PIKE, OH | Current employment |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | Institutional manager | Jul 22, 2019 | Oct 12, 2021 | no | CLEVELAND, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | PEAK WEALTH SOLUTIONS | Oct 12, 2021 | Nov 1, 2021 | 20 | Firm change | Other |