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30195 Chagrin Blvd Suite 114, Pepper Pike, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-02 |
Branch Locations
30195 Chagrin Blvd Suite 114, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carnegie Investment Counsel | Pepper Pike | OH | 03/2015 | 05/2024 |
| Carnegie Investment Counsel | Pepper Pike | OH | 05/2024 | 04/2026 |
| Woodland Wealth Partners | Pepper Pike | OH | 04/2026 | Present |
Woodland Green, LLC is investment-related. Address: 38795 South Woodland Road, Hunting Valley, OH 44022. Nature of business: Woodland Greens, LLC is an investment vehicle used primarily to invest in Private Equity and Real Estate Funds while periodically investing the non-called funds in public securities. The LLC is not open to other investors. Position/Title: CEO. Start date: 03-07-2025. Approximate number of hours/month you devote to the other business; 1-5 hours. Number of hours you devote to the other business during securities trading hours; 1-5 hours. Describe your duties relating to the other business: This is an investment vehicle used primarily to invest in Private Equity and Real Estate Funds.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-23 |
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