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30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midwest Investment Managment Llc | Cleveland | OH | 05/2013 | 12/2017 |
| Carnegie Investment Counsel | Cleveland | OH | 10/2017 | 05/2024 |
| Carnegie Investment Counsel | Pepper Pike | OH | 05/2024 | Present |
NOTRE DAME COLLEGE, SOUTH EUCLID OH, ADVISORY ROLL - INVESTMENT COMMITTEE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-13 |
| S65 | Uniform Investment Adviser Law Examination | 1995-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-18 |
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