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Investment Adviser Firm Summary

CBIZ FINANCIAL SOLUTIONS, INC. (CRD# 16678 / SEC# 8-34205, 801-56332)
Alternate Names: BGS&G INVESTMENT SERVICES, INC. , CBIZ FINANCIAL SOLUTIONS, INC. , CBIZ RETIREMENT PLAN ADVISORY SERVICES , CBIZ RETIREMENT PLAN SERVICES

The adviser's REGISTRATION status is listed below.


This adviser is also a brokerage firm

REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 03/18/1999

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Arizona 09/22/2004
Arkansas 03/21/2003
California 09/13/1999
Colorado 05/29/2002
Delaware 04/08/2008
District of Columbia 03/20/2003
Florida 01/19/2000
Georgia 02/11/2000
Illinois 10/06/2004
Indiana 08/20/2001
Iowa 02/12/2013
Kansas 01/31/2000
Maryland 01/18/2000
Massachusetts 01/13/2009
Michigan 01/04/2010
Minnesota 09/29/2004
Missouri 11/04/1999
Nebraska 03/30/2004
Nevada 05/04/2010
New Hampshire 05/14/2008
New Jersey 09/02/1997
New York 09/02/2004
North Carolina 12/02/2005
Ohio 12/22/1999
Oklahoma 03/20/2003
Pennsylvania 01/04/2000
Rhode Island 01/11/2013
South Carolina 03/30/2016
Tennessee 03/29/2001
Texas 03/20/2003
Utah 03/09/2005
Vermont 07/24/2013
Virginia 03/20/2003
Washington 05/14/2012
West Virginia 09/04/2001

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser