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Advisor at WEALTH DIMENSIONS GROUP, LTD.
CINCINNATI, 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 |
|---|---|---|---|---|---|---|
| WEALTH DIMENSIONS FAMILY OFFICE, INC | Independent wealth | Sep 29, 2022 | n/a | yes | CINCINNATI, OH | Current employment |
| WEALTH DIMENSIONS GROUP, LTD. | Independent wealth | Feb 25, 2022 | n/a | yes | CINCINNATI, OH | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Jul 7, 2021 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Oct 29, 2013 | Jul 13, 2018 | no | COVINGTON, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | WEALTH DIMENSIONS GROUP, LTD. | Jul 7, 2021 | Feb 25, 2022 | 233 | Firm change | Ibd to RIA |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |