This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CARNEGIE WEALTH MANAGEMENT LLC

Current firm class

former SEC adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 3, 1988earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S63

First exam

Nov 3, 1988

First registration

Jul 8, 1997

Dual registered

no

IAPD individual key

1011155

• Occurred

  Jan 4, 2024
  Advisor changed firm

  Doron Kochavi left Western International Securities for Carnegie Wealth Management Llc (registered 2024-04-11)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:281ccca6-64eb-0de5-b857-c8598a033205

First observed

Jul 8, 1997

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.