Douglas Paul Loftus

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)
  Cinncinnati, OH

Other Businesses

(1) DOUG IS ALSO 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: 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 (3) Entity Name: Airway Therapeutics; Investment related: Yes; Address: 1200 Johnson Ferry Rd, Marietta, GA 30068; Nature of the Business: biopharmaceutical company; Position/Title/Relationship: Board Member; Start Date: 1/15/25; Approximate # of hours a month: 2; Approximate # of hours during trading hours: 2; Compensation: Honorarium for quarterly board meetings; Briefly describe your duties: Provide high-level oversight of corporate activities and performance

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-18
• S63 Uniform Securities Agent State Law Examination
  1983-09-08

Designations