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419 W High Ave, New Philadelphia, OH 44663 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2002-01-02 |
Branch Locations
212 N Washington Street, Millersburg, OH 44654 • 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 | 2001-03-26 |
Branch Locations
230 North Market Street, Wooster, OH 44691 • United States
212 North Washington Street, Millersburg, OH 44654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2000 | Present |
| Rea Wealth Management | Millersburg | OH | 05/2000 | Present |
1. Investment Partners Ltd, Investment Adviser Representative of Registered Investment Adviser offering financial planning and asset management services; as of 2007, Approximately 50% of time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed insurance sales; as of 10/2001, less than 1% of time spent during securities trading hours per month; Conducted at branch location; 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-05 |
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