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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 2020-02-28
  • OH RA
    APPROVED
    Since 2020-02-28

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 2019-07-28
  • OH RA
    APPROVED
    Since 2019-07-28

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
Wealth Dimensions Group, Ltd. Cincinnati OH 07/2019 Present
Mcm Cpas And Advisors Llp Cincinnati OH 01/2016 06/2019
Wealth Dimensions Family Office, Inc. Cincinnati OH 07/2019 Present
Other Businesses

1. CFS&D LLC; Title - President; Start Date - 2006; Location - Cincinnati, Ohio; Non investment-related; Real estate rental activity; 10 hours per month (non-trading hours). 2. Nickella Enterprises LLC; Title - President; Start Date - 2000; Location - Cincinnati, Ohio; Non investment-related; Real estate rental activity; 10 hours per month (non-trading hours). 3. Salzer Realty; Title - Manager; Start Date - August 2019; Location: Cincinnati, Ohio; Non-investment-related; accounting and administration; 10 hours per month (non-trading hours) 4. BMW Store of Cincinnati; Title - Trustee & Treasurer of the operating company owned by the trust; Start Date: August 2021; Location: Cincinnati, Ohio; Non-investment related; 10 hours per month (non-trading hours) 5. Wesley Community Services; Title - Board Member; Start Date - April 2023; Location: Cincinnati, Ohio; Non-investment related (Not compensated/Volunteer); Wesley Community Services is a non-profit organization providing meals and other support services to senior citizens; 3 hours per month (non-trading hours); 1 hour per month (during trading hours) 6. Ultimate Air Shuttle; Title: Receiver (compensated); Start Date - September 2023; Location: Cincinnati, Ohio; Non-investment related; take custody of Ultimate JetCharters LLC assets; determine highest value of business, arrange for disposition and pay creditors at which time business activity will conclude; 100 hours per month (during trading hours)

Designations

View on SEC IAPD

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