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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 | 2006-11-06 |
Branch Locations
694 E. Washington Street, Medina, OH 44256 • United States
1220 Moore Road Suite C, Avon, OH 44011 • United States
419 W High Ave, New Philadelphia, OH 44663 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-13 |
| OH | RA | APPROVED | 2007-08-09 |
Branch Locations
7201 Center Street, Mentor, OH 44060 • United States
419 W High Ave, New Philadelphia, OH 44663 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rea Wealth Management | Mentor | OH | 11/2006 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2006 | Present |
1.Fixed insurance sales; as of 07/2011, Less than 10% time spent during business hours; Conducted at branch location; Investment related. 2. Investment partners ltd; ria providing fee based planning solutions; conducted from branch location; approximately 30% of time spent; investment related. 3. Great lakes waterfowler; president and owner; non-investment related. 4. Trust protector for a trust; non-investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-23 |
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