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 | 2024-02-15 |
Branch Locations
9081 County Road, Millersburg, OH 44654 • United States
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 | Millersburg | OH | 03/2023 | Present |
| Design Outreach | Gahanna | OH | 07/2021 | 12/2023 |
| Cru At Ohio State University - (Campus Crusade For Christ) | Columbus | OH | 08/2014 | 07/2021 |
| Fourth Dimension Wealth, Llc | Middleburg Heights | OH | 02/2024 | Present |
1) 5/2023 - Fourth Dimension Wealth / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 05/23/2023 - FOURTH DIMENSION WEALTH, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Investment Adviser Representative - Start Date 2/12/2024 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advice and manage client portfolios with Fourth Dimension Wealth, LLC, an independent investment advisor firm. I started this business activity in 2/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisor 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. 3) 05/23/2023 - Fourth Dimension Wealth, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date 5/12/2023 - 160 Hours Per Month/ 7 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 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisor 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. 4) 09/20/2024 - Strouse Financial, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 02/23/2024 - 5 Hours Per Month/ During Trading 5) 5/26/2025 - Design Outreach, Inc. - Board Member - Not Investment Related - Nonprofit board leadership: vision, administration, fundraising - Start date: 2025-05-30 - 10 Hours Per Month Outside Trading hours - Contact person: Greg Bixler - Website address: doutreach.org
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-29 |
Reach out to this advisor