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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 | Aug 17, 2024 | n/a | yes | MIDDLEBURG HEIGHTS, OH | Current employment |
| STRATEGIC WEALTH PARTNERS, LTD. | Independent wealth | Feb 20, 2019 | Aug 26, 2024 | no | INDEPENDENCE, OH | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Jun 19, 2017 | Oct 10, 2018 | no | Brunswick, OH|MAYFIELD HEIGHTS, OH | Previous registration |
| STRATEGIC WEALTH PARTNERS, LTD. | Independent wealth | Sep 25, 2014 | Dec 21, 2016 | no | INDEPENDENCE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS, LTD. | FOURTH DIMENSION WEALTH, LLC | Aug 26, 2024 | Aug 17, 2024 | -9 | Firm change | RIA to RIA |
| PRUCO SECURITIES, LLC | STRATEGIC WEALTH PARTNERS, LTD. | Oct 10, 2018 | Feb 20, 2019 | 133 | Firm change | Ibd to RIA |
| STRATEGIC WEALTH PARTNERS, LTD. | PRUCO SECURITIES, LLC | Dec 21, 2016 | Jun 19, 2017 | 180 | Firm change | Other |