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Wendy Lynn Eldridge

Carnegie Investment Counsel

Pepper Pike, OH

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Current Employers
Carnegie Investment Counsel

30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-07-29
  • OH RA
    APPROVED
    Since 2024-07-29

Branch Locations

30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aurum Wealth Management Group Mayfield Village OH 03/2014 08/2023
Carnegie Investment Counsel Pepper Pike OH 07/2024 Present
Unemployed Avon OH 08/2023 06/2024
  • 03/2014 → 08/2023
    Aurum Wealth Management Group
    Mayfield Village, OH
  • 07/2024 → Present
    Carnegie Investment Counsel
    Pepper Pike, OH
  • 08/2023 → 06/2024
    Unemployed
    Avon, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-21
S63 Uniform Securities Agent State Law Examination 2012-06-28
  • S65 Uniform Investment Adviser Law Examination
    2024-10-21
  • S63 Uniform Securities Agent State Law Examination
    2012-06-28
Designations
Other Names
  • Wendy Lynn Middleton
  • Wendy Lynn Middleton

View on SEC IAPD

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Other Offices

NIRVANA ANALYTICS, LLC · PEPPER PIKE, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PEPPER PIKE, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH
WELLS FARGO CLEARING SERVICES, LLC · PEPPER PIKE, OH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CLEVELAND, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH
ELIZABETH PARK CAPITAL MANAGEMENT, LTD · PEPPER PIKE, OH
VIRTERA PARTNERS LLC · PEPPER PIKE, OH

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