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16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| OH | RA | APPROVED | 2020-03-18 |
Branch Locations
16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Middleburg Heights | OH | 09/2010 | Present |
| Stratos Wealth Partners, Ltd | Middleburg Heights | OH | 09/2010 | 03/2020 |
| Fourth Dimension Wealth, Llc | Middleburg Heights | OH | 03/2020 | Present |
1. 4/8/2011: Magers Investments - Business Entity For Tax/Investment Purposes Only - INV REL - At Reported Business Location(s) - Shell account for tax purposes - 100% Time Spent. 2. 11/5/2019 - Fourth Dimension Wealth LLC - DBA: (Hybrid) Fourth Dimension Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 11/05/2019 - 160 Hours Per Month During Securities Trading. 3. 1/15/2020 - Fourth Dimension Wealth LLC - DBA: Fourth Dimension Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/15/2019 - 160 Hours Per Month During Securities Trading. 4. 1/15/2020 - Fourth Dimension Wealth LLC - DBA: Four Dimension Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/15/2019 - 160 Hours Per Month During Securities Trading. 5. 1/15/2020 - Four Dimension Wealth Management - DBA: Fourth Dimension Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/15/2019 - 160 Hours Per Month During Securities Trading. 6. 6/3/2020 - Fourth Dimension Wealth, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 03/18/2020 - 160 Hours Per Month/65 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Fourth Dimension Wealth, LLC, an independent investment advisor firm. I started this business activity in 05/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 05/24/2022 - Magers Investments (Retail Furniture and Electronics) - Not Investment Related - Home Based - Other - Business Owner - Start Date - 01/10/2022 - 10 Hours Per Month/ 2 Hours During Securities Trading. 8. 02/06/2026 - Fourth Dimension Wealth, LLC - Not Investment Related; Location: 2982 Sutton Lane Medina OH 44256; Position: Owner; Description: Retail Furniture and Electronics a. No formal title. My role is to take orders for speakers my kids sell to friends. b. myself and kids are the only employees. c. this business is out of my home; Responsibilities Duties: Business entity for electronics and furniture sales operated by my family; Start date: 2022/01/10; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0. 9. 02/06/2026 - 4D Yacht Charters - Not Investment Related; Location: 2606 South Waterside Court Marblehead Ohio 43440; Position: Owner; Description: Responsible for cruise and charter activity of the vessel The Fourth Dimension; Start date: 2025/04/02 - Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-05 |
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