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7870 E Kemper Road Suite 210, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-02-28 |
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 | 2019-07-28 |
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 |
|---|---|---|---|---|
| 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 |
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)
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