Principal Financial and Operations Officer · Cbiz Retirement Plan Advisory Services
Edward Howard Bridges
CRD 5087317 · Named on Form ADV at one SEC-registered adviser
At a glance
Cbiz Retirement Plan Advisory Services, an SEC-registered broker-dealer firm based in Cleveland, OH with $9 million in regulatory assets, lists Edward Howard Bridges on its Form ADV as Principal Financial and Operations Officer, a control person.
Firms and roles
- Cbiz Retirement Plan Advisory ServicesPrincipal Financial and Operations OfficerBroker-dealer firm · Cleveland, OH · $9M in regulatory assets
AtlasMembers
Edward’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Christopher Mark BrownChief Compliance Officer and Executive Representative, Cbiz Retirement Plan Advisory Services
- Nancy Marie MellardDirector, Cbiz Retirement Plan Advisory Services
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.