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Current Employers
Rea Wealth Management

419 W High Ave, New Philadelphia, OH 44663 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-10-18
OH RA APPROVED 2017-06-27
  • TX RA
    APPROVED_RES
    Since 2022-10-18
  • OH RA
    APPROVED
    Since 2017-06-27

Branch Locations

5775 Perimeter Drive Suite 110, Dublin, OH 43017 • United States

419 W High Ave, New Philadelphia, OH 44663 • United States

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-06-23
  • OH RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-06
S63 Uniform Securities Agent State Law Examination 1998-10-26
  • S66 Uniform Combined State Law Examination
    2004-08-06
  • S63 Uniform Securities Agent State Law Examination
    1998-10-26

View on SEC IAPD

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