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 INVESTMENT COUNSEL

Current firm class

independent wealth managerderived

Book size

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

Industry start

Feb 25, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

13derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63

First exam

Feb 25, 1998

First registration

Apr 10, 2012

Dual registered

no

Other names

HEIDI LEANN SIMPSON|HEIDI LEANN LAWSON|HEIDI LEANN LAWSON

IAPD individual key

3003909

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9028a1c1-a9c6-3110-1723-b2eae0eee3e0

First observed

Apr 10, 2012

Last observed

Sep 14, 2026 7 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.