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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 2025-02-26
  • OH RA
    APPROVED
    Since 2025-02-26

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
Hyland Software Westlake OH 03/2020 04/2022
Beechmont Country Club Orange OH 02/2018 09/2020
Mitchell's Ice Cream Beachwood OH 04/2016 01/2018
John Carroll University University Hts. OH 08/2018 05/2022
St. Ignatius High School Cleveland OH 08/2014 05/2018
Lpl Financial Middleburg Hts. OH 03/2022 Present
Fourth Dimension Wealth, Llc Middleburg Hts. OH 03/2022 Present
  • 03/2020 → 04/2022
    Hyland Software
    Westlake, OH
  • 02/2018 → 09/2020
    Beechmont Country Club
    Orange, OH
  • 04/2016 → 01/2018
    Mitchell's Ice Cream
    Beachwood, OH
  • 08/2018 → 05/2022
    John Carroll University
    University Hts., OH
  • 08/2014 → 05/2018
    St. Ignatius High School
    Cleveland, OH
  • 03/2022 → Present
    Lpl Financial
    Middleburg Hts., OH
  • 03/2022 → Present
    Middleburg Hts., OH
Other Businesses

1-03/2022 / Fourth Dimension Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / Middleburg Heights, OH 2-05/24/2022 - Fourth Dimension Wealth, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date - 5/20/2022 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Fourth Dimension Wealth, LLC, an independent investment advisor firm. I started this business activity in 5/2022. 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 and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-23
  • S66 Uniform Combined State Law Examination
    2022-06-23
Designations
Other Names
  • Andrew Ulrich

View on SEC IAPD

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