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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 | 01/2012 | 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: 2685 Green Road, Shaker Heights, OH 44122. Nature of business: Woodland Green, LLC is passive and used to invest primarily in private investments Position/Title: Partner 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 LLC that is passive and used primarily to invest in private investments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-12 |
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