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Reading the graph
Advisor at CARNEGIE INVESTMENT COUNSEL
PEPPER PIKE, OH | Stamford, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CARNEGIE INVESTMENT COUNSEL | Independent wealth | Feb 13, 2025 | n/a | yes | PEPPER PIKE, OH|Stamford, CT | Current employment |
| EAGLE RIDGE INVESTMENT MANAGEMENT LLC | Former SEC adviser | Oct 15, 2008 | Mar 5, 2018 | no | STAMFORD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EAGLE RIDGE INVESTMENT MANAGEMENT LLC | CARNEGIE INVESTMENT COUNSEL | Mar 5, 2018 | Feb 13, 2025 | 2,537 | Firm change after gap | Other |