BAUM LUKE FLAGG appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BAUM LUKE FLAGG appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | GREAT LAKES ADVISORS, LLC | DIRECTOR | CHICAGO, IL |
| — | Form ADV | CBIZ FINANCIAL SOLUTIONS, INC. | PRESIDENT | CLEVELAND, OH |
| — | Form ADV | CBIZ INVESTMENT ADVISORY SERVICES, LLC | CHIEF COMPLIANCE OFFICER | CLEVELAND, OH |
| — | Form ADV | VESTAX SECURITIES CORPORATION | VICE PRESIDENT, COO & SROP | HUDSON, OH |
| — | Form ADV | CBIZ WEALTH MANAGEMENT, LLC | PRESIDENT | CLEVELAND, OH |