Best Investors
Account
Sign in
16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-26 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-23 |
Reach out to this advisor