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Investment Adviser Firm Summary

CBIZ INVESTMENT ADVISORY SERVICES, LLC (CRD# 286002 / SEC# 801-108996)
Alternate Names: CBIZ INVESTMENT ADVISORY SERVICES, LLC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 02/08/2017

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 02/08/2017
California 02/08/2017
Colorado 03/29/2018
Connecticut 03/29/2018
Delaware 03/29/2018
Florida 02/08/2017
Georgia 02/08/2017
Illinois 04/03/2018
Indiana 11/28/2018
Kansas 02/08/2017
Maryland 02/08/2017
Massachusetts 03/29/2018
Michigan 03/29/2018
Minnesota 02/08/2017
Missouri 02/08/2017
Montana 03/29/2018
Nevada 03/29/2018
New Jersey 04/25/2018
North Carolina 10/25/2018
Ohio 02/08/2017
Pennsylvania 03/29/2018
Tennessee 03/29/2018
Virginia 03/29/2018
West Virginia 03/29/2018
Wyoming 03/29/2018

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