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419 W High Ave, New Philadelphia, OH 44663 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-18 |
| OH | RA | APPROVED | 2017-06-27 |
Branch Locations
5775 Perimeter Drive Suite 110, Dublin, OH 43017 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-06-23 |
Branch Locations
2579 Shawnee Road, Lima, OH 45806 • United States
419 West High Avenue, New Philadelphia, OH 44663 • United States
5400 Frantz Road Suite 210, Dublin, OH 43016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amd Premier Design, Llc Dba Vessel Floral And Event Design | Columbus | OH | 04/2016 | 12/2020 |
| Commonwealth Financial Network | Waltham | MA | 06/2017 | Present |
| Rea Wealth Management | Dublin | OH | 06/2017 | Present |
1. Investment Partners, LTD - IAR of RIA offering financial planning and asset management services. Investment related, conducted at branch location. 2. Fixed insurance sales; as of 6/6/2019; 1% time spent during business hours; Conducted at branch location; Investment related. 3. Co-owner and Board of Directors, Rea & Associates, Inc., DBA Rea Business Advisors; a private entity involved in accounting & financial services and owner of Rea Financial Services Ltd. which owns Investment Partners, Ltd.; as of 11/01/2023; 5% of time; Conducted at branch; Investment related. 4. Co-Owner, Rea Real Estate, Ltd., an entity created for the purpose of buying and managing commercial real estate in Ohio, as of 11/01/2023; Less than 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-26 |
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