Best Investors Account Sign in
Current Employers
Fourth Dimension Wealth, Llc

16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-04-30
  • OH RA
    APPROVED
    Since 2024-04-30

Branch Locations

8500 Station Street Suite 235, Mentor, OH 44060 • United States

16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Mentor OH 08/2013 01/2020
Stratos Wealth Partners, Ltd Mentor OH 07/2014 01/2020
Green & Grey Backer'S Club Mentor OH 08/2019 11/2022
Cetera Advisors Llc Denver CO 01/2020 04/2024
Lakepointe Advisors Mentor OH 06/2014 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 04/2024
Previous Registrations
Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 01/2020; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. LAKEPOINTE ADVISORS, LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, 06/2014, OWNER, APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: NICK D'ANGELO FUND; INVESTMENT RELATED: NO; ADDRESS: 1422 EUCLID AVE, STE 1608, CLEVELAND, OH 44115; NATURE OF BUSINESS: CHARITABLE FUND; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ALONG WITH THE OTHER ADVISORS, RECOMMEND CHARITABLE GIFT AND HAVE ABILITY TO CHOOSE HOW ASSETS ARE INVESTED WITH NO DIRECT ACCESS TO ANY CASH OR DONATIONS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-06
S63 Uniform Securities Agent State Law Examination 1997-12-12
  • S66 Uniform Combined State Law Examination
    2005-12-06
  • S63 Uniform Securities Agent State Law Examination
    1997-12-12
Other Names
  • Sal Dangelo
  • Salvatore John Dangelo
  • Salvatore John D'ANgelo
  • Salvatore J Dangelo

View on SEC IAPD

More in Mentor, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor