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30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-10-13 |
Branch Locations
30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
1500 Ashwood Drive Suite 1504, Canonsburg, PA 15317 • 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 |
|---|---|---|---|---|
| Carnegie Investment Counsel | Jefferson Hills | PA | 09/2015 | 11/2016 |
| Carnegie Investment Counsel | Canonsburg | PA | 11/2016 | 05/2024 |
| Carnegie Investment Counsel | Canonsburg | PA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-15 |
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