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Advisor at FOURTH DIMENSION WEALTH, LLC
MIDDLEBURG HEIGHTS, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FOURTH DIMENSION WEALTH, LLC | Independent wealth | May 29, 2026 | n/a | yes | MIDDLEBURG HEIGHTS, OH | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | May 31, 2019 | May 20, 2026 | no | Dublin, OH|Medina, OH | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 27, 2018 | Jun 4, 2019 | no | COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | FOURTH DIMENSION WEALTH, LLC | May 20, 2026 | May 29, 2026 | 9 | Firm change | Ibd to RIA |
| WELLS FARGO ADVISORS | RAYMOND JAMES & ASSOCIATES, INC. | Jun 4, 2019 | May 31, 2019 | -4 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:705:OH:2019-06-04 | Jun 4, 2019 | May 31, 2019 | COLUMBUS, OH | Firm change |