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

Aug 4, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Aug 4, 2012

First registration

May 29, 2015

Dual registered

no

Other names

AL VELAZQUEZ|ALEX VELAZQUEZ|ALEX VELAZQUEZ|ALEX VELAZQUEZ|AL VELAZQUEZ

IAPD individual key

6089811

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d7079b28-8a13-f98d-cc23-92f32ed22da4

First observed

May 29, 2015

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.