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30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-04-11 |
| OH | RA | APPROVED | 2013-04-22 |
Branch Locations
30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carnegie Investment Counsel | Pepper Pike | OH | 04/2013 | 05/2024 |
| Carnegie Investment Counsel | Pepper Pike | OH | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-05-18 |
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