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30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-29 |
Branch Locations
30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Cleveland | OH | 07/2000 | 11/2019 |
| Unemployed | Avon | OH | 11/2019 | 04/2020 |
| Ss&C Market Services, Llc | Quincy | MA | 05/2020 | 02/2023 |
| Carnegie Investment Counsel | Pepper Pike | OH | 03/2026 | Present |
| Pnc Private Bank | Akron | OH | 02/2023 | 03/2026 |
AVON HIGH SCHOOL, NOT INVESTMENT RELATED, 37545 DETROIT RD AVON OH 44011, HIGH SCHOOL COACHING, ASSISTANT WRESTLING COACH, 10/2021, 30 HRS/MON, NONE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-17 |
| S66 | Uniform Combined State Law Examination | 1999-09-18 |
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