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RIA / WealthAdvisor24 years in industry

ADAM BRENT CUFR

Advisor at FOURTH DIMENSION FINANCIAL GROUP

PERRYSBURG, OH

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Search this name across graphsid dfx:ria:175fad02-574b-211f-7689-dd7ec36c55f2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 12, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FOURTH DIMENSION FINANCIAL GROUP
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 16, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63
First exam: Oct 16, 2001
First registration: Jan 12, 2006
Dual registered: no
Other names: ADAM BRENT CUFR|ADAM B. CUFR|ADAM B CUFR
IAPD individual key: 4382687

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOURTH DIMENSION FINANCIAL GROUP	State registered	Mar 14, 2011	n/a	yes	PERRYSBURG, OH	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 30, 2009	Dec 22, 2009	no	PERRYSBURG, OH	Previous registration
M HOLDINGS SECURITIES, INC.	Bd affiliated wealth	Sep 19, 2007	Apr 9, 2009	no	PERRYSBURG, OH	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 12, 2006	Sep 12, 2007	no	GIBSONBURG, OH\|PERRYSBURG, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	FOURTH DIMENSION FINANCIAL GROUP	Dec 22, 2009	Mar 14, 2011	447	Firm change after gap	Other
M HOLDINGS SECURITIES, INC.	LPL FINANCIAL LLC	Apr 9, 2009	Jun 30, 2009	82	Firm change	Other
LPL FINANCIAL LLC	M HOLDINGS SECURITIES, INC.	Sep 12, 2007	Sep 19, 2007	7	Firm change	Other

Relationships

Registered with (3)

→ FOURTH DIMENSION FINANCIAL GROUPRegistered adviserregistration: current employment
Mar 14, 2011 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 30, 2009 to Dec 22, 2009factForm ADV
→ M HOLDINGS SECURITIES, INC.Registered adviserregistration: previous registration
Sep 19, 2007 to Apr 9, 2009factForm ADV

Dated events

No dated event names this entity yet.