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CBIZ INVESTMENT ADVISORY SERVICES, LLC

Company Details

Name: CBIZ INVESTMENT ADVISORY SERVICES, LLC
Jurisdiction: Idaho
Legal type: Foreign Limited Liability Company
Status: Active-Existing
Date of registration: 25 Nov 2016 (8 years ago)
Financial Date End: 30 Nov 2025
Entity Number: 529093
Place of Formation: DELAWARE
File Number: 529093
Principal Address: 6050 OAK TREE BLVD STE 500 CLEVELAND, OH 44131
Mailing Address: 5959 ROCKSIDE WOODS BLVD., SUITE 600 CLEVELAND, OH 44131

Agent

Name Role Address
CORPORATE CREATIONS NETWORK INC Agent 950 W BANNOCK ST #1100, BOISE, ID 83702

Manager

Name Role Address Appointed On Resigned On
John Geffert Manager 6050 OAK TREE BLVD, CLEVELAND, OH 44131-6951 2020-10-08 2022-10-12
John J. Geffert Manager 5959 ROCKSIDE WOODS BLVD., SUITE 600, CLEVELAND, OH 44131 2022-10-12 No data
Nancy M Mellard Manager 5959 ROCKSIDE WOODS BLVD., SUITE 600, CLEVELAND, OH 44131 2024-10-31 No data

Filing

Filing Name Filing Number Filing date
Annual Report 0005955301 2024-10-31
Annual Report 0005433686 2023-10-06
Annual Report 0004950801 2022-10-12
Annual Report 0004508599 2021-11-30
Annual Report 0004027903 2020-10-08
Annual Report 0003637729 2019-10-03
Annual Report 0003344867 2018-11-07
Change of Registered Office/Agent/Both (by Entity) 0003136255 2018-06-12
Annual Report 0003136254 2017-10-03
Initial Filing 0000529093 2016-11-25

Date of last update: 24 Dec 2024

Sources: Idaho Secretary of State