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419 W High Ave, New Philadelphia, OH 44663 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-05 |
Branch Locations
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-12-02 |
Branch Locations
419 West High Avenue, New Philadelphia, OH 44663 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Southern Life | Norton | OH | 06/2020 | 08/2021 |
| W&S Brokerage Services | Cincinnati | OH | 07/2020 | 08/2021 |
| Pro Football Hall Of Fame | Canton | OH | 08/2018 | 06/2020 |
| Atwood Dock Bar/Grill | Dellroy | OH | 07/2018 | 08/2018 |
| University Of Mount Union | Alliance | OH | 08/2017 | 07/2018 |
| Huebner Chevrolet | Carrollton | OH | 05/2017 | 08/2017 |
| Unemployed | Carrollton | OH | 06/2010 | 05/2017 |
| The Huntington National Bank | Dover | OH | 09/2021 | 05/2022 |
| The Huntington Investment Company | Columbus | OH | 09/2021 | 05/2022 |
| Rea Wealth Management | New Philadelphia | OH | 05/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2022 | Present |
Fixed insurance sales; as of 05/31/2022; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-12 |
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