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

Nov 1, 2009earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63|S65

First exam

Sep 2, 2014

First registration

Dec 19, 2014

Dual registered

no

Other names

KAREN ALEXIS BARTA|KAREN BARABUTES

IAPD individual key

6376747

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e73e530e-4b66-5c7b-e07b-aab4105882d9

First observed

Dec 19, 2014

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.