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Current Employers
Wealth Dimensions Family Office, Inc

7870 E Kemper Road Suite 210, Cincinnati, OH 45249 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-09-26
  • OH RA
    APPROVED
    Since 2018-09-26

Branch Locations

7870 E Kemper Road Suite 210, Cincinnati, OH 45249 • United States

Wealth Dimensions Group, Ltd.

7870 E Kemper Road Suite 210, Cincinnati, OH 45249 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-06-22
  • OH RA
    APPROVED
    Since 2017-06-22

Branch Locations

7870 E Kemper Road Suite 210, Cincinnati, OH 45249 • 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
Fifth Third Bank Cincinnati OH 06/1992 05/2017
Fifth Third Securities Cincinnati OH 03/2005 05/2017
Wealth Dimensions Group, Ltd. Cincinnati OH 05/2017 Present
Wealth Dimensions Family Office, Inc. Cincinnati OH 08/2017 Present
Previous Registrations
Other Businesses

(1) Wealth Dimensions Family Office, Inc.; Investment Related; 7870 Kemper Rd Cincinnati OH 45249; RIA; Director of Family Relationships; 08/2017 (2) Entity Name: Cincinnati Parks Foundation; Investment related: Yes; Address: 421 Oak St, Cincinnati, OH 45219; Nature of the Business: Non-profit dedicated to preserving and revitalizing neighborhood parks; Position/Title/Relationship: Board Member; Treasurer; Start Date: 12/31/15; Approximate # of hours a month: 4; Approximate # of hours during trading hours: 4; Briefly describe your duties: President through December 2023. Attend Board and Committee meetings; help the Executive Director carry out the Foundation's mission (3) Entity Name: Patty Brisben Foundation; Investment related: Yes; Address: 655 Plum St, Cincinnati, OH 45202; Nature of the Business: Non-profit dedicated to women's health issues; Position/Title/Relationship: Board Member; Treasurer; Start Date: 9/2/16; Approximate # of hours a month: 1; Approximate # of hours during trading hours: 0; Briefly describe your duties: Treasurer. Attend board meetings and work with the Foundation's CPA to provide financial information. (4) Entity Name: Ronald McDonald House Charities of Greater Cincinnati; Investment related: Yes; Address: Cincinnati, OH; Nature of Business: Non-profit organization providing support to critically ill children and their families; Position/Title/Relationship: Board Member; Start Date: October 2023; Approximate # of hours a month: 2; Approximate # of hours during trading hours: 2; Compensated? No; Briefly describe your duties: Advocating for the mission of RMH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-20
S63 Uniform Securities Agent State Law Examination 2011-08-29
  • S66 Uniform Combined State Law Examination
    2012-07-20
  • S63 Uniform Securities Agent State Law Examination
    2011-08-29

View on SEC IAPD

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