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30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-08-19 |
Branch Locations
30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
1701 Woodlands Dr. Suite 200, Maumee, OH 43537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carnegie Investment Counsel | Toledo | OH | 10/2018 | 05/2022 |
| Private Wealth Consultants Ltd | Toledo | OH | 01/2013 | 09/2018 |
| Carnegie Investment Counsel | Maumee | OH | 05/2022 | 05/2024 |
| Carnegie Investment Counsel | Maumee | OH | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-14 |
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