DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CARNEGIE INVESTMENT COUNSEL
Cincinnati, OH | PEPPER PIKE, OH
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 | Sep 12, 2025 | n/a | yes | PEPPER PIKE, OH|Cincinnati, OH | Current employment |
| CONSTELLATION WEALTH ADVISORS | Independent wealth | Sep 10, 2021 | Feb 27, 2025 | no | CINCINNATI, OH | Previous registration |
| JOHNSON INVESTMENT COUNSEL, INC. | Independent wealth | May 14, 2020 | Aug 24, 2021 | no | CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONSTELLATION WEALTH ADVISORS | CARNEGIE INVESTMENT COUNSEL | Feb 27, 2025 | Sep 12, 2025 | 197 | Firm change | RIA to RIA |
| JOHNSON INVESTMENT COUNSEL, INC. | CONSTELLATION WEALTH ADVISORS | Aug 24, 2021 | Sep 10, 2021 | 17 | Firm change | RIA to RIA |