Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| OH | RA | APPROVED | 2001-03-26 |
Branch Locations
419 West High Avenue, New Philadelphia, OH 44663 • United States
6300 Rockside Road Suite 101, Cleveland, OH 44131 • United States
419 W High Ave, New Philadelphia, OH 44663 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-04 |
| OH | RA | APPROVED | 2000-01-01 |
Branch Locations
419 West High Avenue Po Box 309, New Philadelphia, OH 44663 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | New Philadelphia | OH | 09/1998 | Present |
| Rea Wealth Management | New Philadelphia | OH | 09/1998 | Present |
1. Investment Partners Ltd, Managing Member and 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 11/1998, spends less than 10% of time during market hours, conducted at branch, investment related. 3. 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. 4. Board member for FFD Financial Corp, publicly traded holding company for First Federal Community Bank. In this role, advisor reviews financials of the bank and advises on various operational procedures of the bank. Advisor is subject to trading restrictions and pre-clearance requirements from Commonwealth prior to engaging in purchases or sales of FFD and related securities. Advisor spends less than 1% of time during market hours on this activity. Not conducted at branch office, investment related. 5. The Phrenecon Trust Authority, LLC, treasurer of private real estate holding company that owns and manages fraternity house located at Kent State University, as of 01/01/2016, spends less than 1% of time during market hours, not conducted at branch, not investment related. 6. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-02 |
Reach out to this advisor