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Advisor at FOURTH DIMENSION WEALTH, LLC
MIDDLEBURG HEIGHTS, OH | RALEIGH, NC
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 |
|---|---|---|---|---|---|---|
| KAIROS RIA, LLC | State registered | Aug 10, 2026 | n/a | yes | RALEIGH, NC | Current employment |
| FOURTH DIMENSION WEALTH, LLC | Independent wealth | Aug 29, 2022 | n/a | yes | MIDDLEBURG HEIGHTS, OH | Current employment |
| EDWARD JONES | National bd RIA | Feb 26, 2016 | Aug 26, 2022 | no | BRUNSWICK, OH|ST LOUIS, MO|BRUNSWICK, OH|BRUNSWICK, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | FOURTH DIMENSION WEALTH, LLC | Aug 26, 2022 | Aug 29, 2022 | 3 | Firm change | Ibd to RIA |