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Current Employers
Fourth Dimension Wealth, Llc

16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-05-29
TX RA APPROVED_RES 2026-05-29
  • OH RA
    APPROVED
    Since 2026-05-29
  • TX RA
    APPROVED_RES
    Since 2026-05-29

Branch Locations

16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130 • 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
Lpl Financial Llc Middleburg Heights OH 05/2026 Present
Fourth Dimension Wealth, Llc Middleburg Heights OH 05/2026 Present
Fourth Dimension Wealth, Llc Middleburg Heights OH 05/2026 Present
Wells Fargo Advisors, Llc Columbus OH 09/2014 05/2019
Wells Fargo Clearing Services, Llc Columbus OH 11/2016 05/2019
Raymond James And Associates Dublin OH 05/2019 05/2026
Previous Registrations
Other Businesses

1.05/20/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Fourth Dimension Wealth; Investment Related; at Reported Business Location(s); Start Date 05/18/2026; 160hrs/mth; 40hrs during trading 2.05/27/2026; (Hybrid) Fourth Dimension Wealth, LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 05/18/2026; 160hrs/mth; 40hrs during trading; I provide investment advisory services through Fourth Dimension Wealth, LLC, an independent investment advisor firm. I started this business activity in 05/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-27
  • S66 Uniform Combined State Law Examination
    2018-09-27

View on SEC IAPD

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