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Ryan L Applegate

Carnegie Investment Counsel

Pepper Pike, OH

Los Angeles, CA

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Current Employers
Carnegie Investment Counsel

30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-14
  • CA RA
    APPROVED
    Since 2025-05-14

Branch Locations

30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States

1875 Century Park E Suite 880, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Carnegie Investment Counsel Los Angeles CA 05/2025 Present
Colchis Medical Services Pc Dover DE 04/2024 04/2025
David Lortscher Md Pc San Diego CA 11/2017 01/2024
Prosciento, Inc. Chula Vista CA 07/2015 09/2017
  • 05/2025 → Present
    Carnegie Investment Counsel
    Los Angeles, CA
  • 04/2024 → 04/2025
    Colchis Medical Services Pc
    Dover, DE
  • 11/2017 → 01/2024
    David Lortscher Md Pc
    San Diego, CA
  • 07/2015 → 09/2017
    Prosciento, Inc.
    Chula Vista, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-19
  • S65 Uniform Investment Adviser Law Examination
    2024-10-19

View on SEC IAPD

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Other Offices

NIRVANA ANALYTICS, LLC · PEPPER PIKE, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PEPPER PIKE, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH
WELLS FARGO CLEARING SERVICES, LLC · PEPPER PIKE, OH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CLEVELAND, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH
ELIZABETH PARK CAPITAL MANAGEMENT, LTD · PEPPER PIKE, OH
VIRTERA PARTNERS LLC · PEPPER PIKE, OH

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