DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Cbiz Retirement Plan Advisory Services

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

Advisor	From	To	Type	Left	Registered
Martin Barnwell Bel	Cbiz Retirement Plan Advisory Services institutional	Cbiz Investment Advisory Services, LLC independent RIA	Other	Apr 9, 2026	Jan 28, 2019
Jennifer Anne Gage	Cbiz Retirement Plan Advisory Services institutional	Cbiz Investment Advisory Services, LLC other	Other	Mar 14, 2025	Mar 25, 2020
Tyler James Becka	Cbiz Retirement Plan Advisory Services institutional	Onedigital institutional	Other	Jul 2, 2024	Mar 26, 2025 (267 d)
Andrew Charles Vanburen	Cbiz Retirement Plan Advisory Services institutional	Cbiz Wealth Management, LLC unclassified	Other	Dec 31, 2021	May 28, 2010
Timothy Michael Schannep	Cbiz Retirement Plan Advisory Services institutional	Cbiz Wealth Management, LLC unclassified	Other	Mar 3, 2020	May 24, 2010
Michael Gerald J Parsons	Cbiz Retirement Plan Advisory Services institutional	Global Retirement Partners LLC institutional	Other	Feb 25, 2019	Jan 5, 2021 (680 d)
Luke F Baum	Cbiz Retirement Plan Advisory Services other	Cbiz Wealth Management, LLC unclassified	Other	Dec 7, 2017	Jun 3, 2010
Jon Michael Bartholomew	Cbiz Retirement Plan Advisory Services other	Esi Financial Advisors other	Other	Jan 15, 2016	Sep 21, 2016 (250 d)
Kevin Eric Barton	Cbiz Retirement Plan Advisory Services other	Elevate Financial state registered	Other	Jul 25, 2014	Jul 23, 2015 (363 d)
Joseph Michael Meador	Cbiz Retirement Plan Advisory Services other	Pension Planning Solutions, Inc. other	Other	Jun 25, 2014	Jul 9, 2014
Jacob L Biedenback	Cbiz Retirement Plan Advisory Services other	Wells Fargo Advisors wirehouse	Other	Apr 19, 2013	Apr 26, 2013
Glen Alan Coral	Cbiz Retirement Plan Advisory Services other	Lincoln Investment other	Other	Nov 5, 2012	Jul 22, 2015 (989 d)
Conor John Egan	Cbiz Retirement Plan Advisory Services other	Msi Financial Services, Inc. other	Other	Aug 20, 2012	Aug 30, 2012
Jeffrey R Schulte	Cbiz Retirement Plan Advisory Services other	Cbiz Wealth Management, LLC unclassified	Other	Dec 9, 2011	May 24, 2010
James Dwight Hiles	Cbiz Retirement Plan Advisory Services other	Cbiz Wealth Management, LLC unclassified	Other	Dec 9, 2011	May 24, 2010
Joseph Anthony Carbone	Cbiz Retirement Plan Advisory Services other	Cbiz Wealth Management, LLC unclassified	Other	Dec 8, 2011	May 24, 2010
Kyle Francis Quinn	Cbiz Retirement Plan Advisory Services other	Cbiz Wealth Management, LLC unclassified	Other	May 27, 2011	May 24, 2010
Lisa Brinig	Cbiz Retirement Plan Advisory Services other	Cbiz Wealth Management, LLC unclassified	Other	May 26, 2011	May 24, 2010
Christopher Brett D'Arcy	Cbiz Retirement Plan Advisory Services other	Cbiz Wealth Management, LLC unclassified	Other	Dec 31, 2010	May 24, 2010
Christopher Todd Mathews	Cbiz Retirement Plan Advisory Services other	Cbiz Wealth Management, LLC unclassified	Other	Dec 6, 2010	May 24, 2010
Aaron Ray Strawderman	Cbiz Retirement Plan Advisory Services other	Cbiz Wealth Management, LLC unclassified	Other	Dec 6, 2010	May 24, 2010
Garrett Boice Rustand	Cbiz Retirement Plan Advisory Services other	Cbiz Wealth Management, LLC unclassified	Other	Nov 30, 2010	Jun 11, 2010
Michael George O'Neill	Cbiz Retirement Plan Advisory Services other	Cbiz Wealth Management, LLC unclassified	Other	Sep 1, 2010	May 24, 2010
Anton James Bayer	Cbiz Retirement Plan Advisory Services other	Securities America Advisors, Inc. other	Other	Dec 31, 2009	Aug 27, 2009
Lisa Marie Drake	Cbiz Retirement Plan Advisory Services other	Sagepoint Financial, Inc. other	Other	Jun 4, 2009	Mar 14, 2011 (648 d)
Michael Paul Ziccardi	Cbiz Retirement Plan Advisory Services other	Nfp Advisor Services, LLC other	Other	Feb 5, 2009	Aug 17, 2012 (1289 d)
Joseph Cox Granzier	Cbiz Retirement Plan Advisory Services other	Mcdonald Partners LLC other	Other	Jul 22, 2008	Jan 4, 2008
Gregory Allen Bryson	Cbiz Retirement Plan Advisory Services other	Raymond James Financial Services, Inc. unclassified	Other	Mar 8, 2007	Mar 8, 2007
Ignacio Bartolomei	Cbiz Retirement Plan Advisory Services other	Bartolomei Capital, LLC unclassified	Other	Jun 7, 2006	May 31, 2006
Charles John Nemphos	Cbiz Retirement Plan Advisory Services other	Northstar Wealth Management, Inc. state registered	Other	Aug 15, 2005	Oct 25, 2005 (71 d)
James Frederick Harmon	Cbiz Retirement Plan Advisory Services other	Cbiz Investment Advisory Services, LLC institutional	Other	Mar 3, 2005	Jul 9, 2020 (5607 d)
Leslie Wayne Proceviat	Cbiz Retirement Plan Advisory Services other	Capital Management Investment Group unclassified	Other	May 17, 2004	May 1, 2002
Scott Alan Tanker	Cbiz Retirement Plan Advisory Services other	Walnut Street Securities, Inc. other	Other	May 23, 2003	Jul 26, 2007 (1525 d)
Ronald Heller Appler	Cbiz Retirement Plan Advisory Services other	H. Beck, Inc. other	Other	Dec 31, 2002	Mar 1, 2004 (426 d)

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34 moves match.