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7870 E Kemper Road Suite 210, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-09-26 |
Branch Locations
7870 E Kemper Road Suite 210, Cincinnati, OH 45249 • United States
7870 E Kemper Road Suite 210, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-06-22 |
Branch Locations
7870 E Kemper Road Suite 210, Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-29 |
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