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30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-02-19 |
| NY | RA | APPROVED | 2025-02-19 |
Branch Locations
30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
4 High Ridge Park, 3Rd Floor, Stamford, CT 06905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carnegie Investment Counsel | Stamford | CT | 02/2025 | Present |
| Eagle Ridge Investment Management | Stamford | CT | 07/2021 | 02/2025 |
| Lrn Associates, Ltd | Port Washington | NY | 01/2008 | 07/2021 |
Foundation for Financial Planning is investment-related. Address: 1425 K Street NW #800, Washington, DC 20005. Nature of Foundation for Financial Planning: financial planning. Position: volunteer to provide one on one pro bono financial coaching for recently widowed women. Title: volunteer. Start Date: 02-09-2026. Approximate # of hours/month you devote to this outside activity: 1-5 hours. Approximate # of hours/month you devote to this outside activity during trading hours: 1-5 hours. Description of duties: Providing compassionate financial guidance to recently widowed individuals.
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