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Erik Christopher Smith

Wealth Dimensions Family Office, Inc

Cincinnati, OH

Wealth Dimensions Group, Ltd.

Cincinnati, OH

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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 2022-09-29
  • OH RA
    APPROVED
    Since 2022-09-29

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
Wealth Dimensions Group, Ltd. Cincinnati OH 04/2016 Present
Previous Registrations
  • 2015-08-10 → 2016-02-29
    Pinnacle Wealth Management, Inc.
    West Chester, OH
  • 2011-01-07 → 2015-07-20
    Ubs Financial Services Inc.
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-20
  • S66 Uniform Combined State Law Examination
    2010-12-20
Designations
Other Names
  • Erik C Smith

View on SEC IAPD

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MICHAEL WILLIAM POPIL
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Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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