Thomas Alfred Curti

Current Employers

Employment History

• 03/2009 → Present
  Wealth Dimensions Group, Ltd.(Fna Spectrum Fin'l Advisors, Llc)
  Cincinnati, OH
• 06/2015 → Present
  Wealth Dimensions Family Office, Inc. (Fna Spectrum Fin'l Svcs)
  Cincinnati, OH

Previous Registrations

• 2002-03-22 → 2004-01-02
  Fsc Securities Corporation
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

(1) TOM IS LICENSED TO SELL INSURANCE IN OHIO IN ORDER TO OFFER SUCH INSURANCE PRODUCTS TO CLIENTS AS A CONVENIENCE TO THOSE CLIENTS WITH INSURANCE NEEDS. (2) Entity Name: Lake Break, LLC; Investment related: No; Address: Cincinnati, OH; Nature of the Business: Vacation real estate property; Position/Title/Relationship: Member; Start Date: 4/1/2016; Approximate # of hours a month: 5 hours month; Approximate # of hours during trading hours: 0; Briefly describe your duties: owner of rental vacation property; standard maintenance and upkeep (3) Entity Name: Professional Practice Advisors, LLC; Investment related: No; Address: 7870 East Kemper Road, Suite 330, Cincinnati, OH 45249; Nature of the Business: Practice management consulting firm for dentists and other medical professionals; Position/Title/Relationship: Co-owner; Start Date: 3/31/16; Approximate # of hours a month: 1; Approximate # of hours during trading hours: 0; Briefly describe your duties: general management and oversight of services (4) Leukemia & Lymphoma Society; Investment related: Yes; Local Address: 4832 Cooper Rd #366, Blue Ash, OH 45242; Nature of the Organization: The world's largest voluntary (nonprofit) health organization dedicated to funding blood cancer research and providing education and patient services; Position/Title/Relationship: Board Member; Start Date; 7/1/25; Approximate # of hours per month: 3; Approximate # of hours during trading hours: 3 hours per month; Briefly describe your duties: as a board director, create opportunities with my spheres of influence to promote LLS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-19
• S63 Uniform Securities Agent State Law Examination
  1986-05-30

Designations

Other Names

• Tom Curti