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419 W High Ave, New Philadelphia, OH 44663 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-31 |
| OH | RA | APPROVED | 2005-02-24 |
Branch Locations
5775 Perimeter Dr. Suite 110, Dublin, OH 43017 • United States
419 W High Ave, New Philadelphia, OH 44663 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2005-03-07 |
Branch Locations
2579 Shawnee Road, Lima, OH 45806 • 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 |
|---|---|---|---|---|
| Rea Wealth Management | New Philadelphia | OH | 06/2002 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2002 | Present |
1. Investment Partners Ltd, Investment Adviser Representative of Registered Investment Adviser offering financial planning and asset management services, as of 2007, spends 50% of time during market hours, conducted at branch, investment related. 2. Fixed insurance sales, as of 03/2006, spends less than 1% of time during market hours, conducted at branch, investment related. 3. Co-Owner, Rea Real Estate, Ltd., an entity created for the purpose of buying and managing commercial real estate in Ohio, as of 01/01/2023; Less than 1% of time spent during business hours; Conducted at branch; Investment related. 4. Co-owner, Rea & Associates, Inc.; a private entity involved in accounting and financial services and owner of Rea Financial Services Ltd. which owns Investment Partners, Ltd.; as of 01/01/2023; Less than 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-17 |
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