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419 W High Ave, New Philadelphia, OH 44663 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-08 |
Branch Locations
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 | 2019-02-19 |
Branch Locations
2579 Shawnee Road, Lima, OH 45806 • United States
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 |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 02/2014 | 10/2018 |
| Commonwealth Financial Network | Waltham | MA | 02/2019 | Present |
| Flahertycolvin | Westerville | OH | 02/2019 | 12/2024 |
| Unemployed | Galena | OH | 10/2018 | 01/2019 |
| Investment Partners Ltd D/B/A Rea Wealth Managment | New Philadelphia | OH | 12/2024 | Present |
1. Co-owner, Axis Properties, LLC an entity created for the purpose of renting residential property in Columbus, OH; as of 02/145/2019; Approximately 0% time spent during securities trading hours per month; Not Conducted at branch location; Investment related. 2. Fixed insurance sales; as of 03/11/2020; 10% time spent during business hours; Conducted at branch location; Investment related. HUNTINGTON FUNDS - INTERNAL WHOLESALER - TRAIN AND WHOLESALE FEE BASED AND MUTUAL FUND PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-06 |
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