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16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-29 |
| TX | RA | APPROVED_RES | 2026-05-29 |
Branch Locations
16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-27 |
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