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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| OH | RA | APPROVED | 2013-08-02 |
Branch Locations
442 West High Ave, New Philadelphia, OH 44663 • United States
4813 E Main Street, Berlin, OH 44610 • United States
Sugarcreek, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2013 | Present |
| Investment Partners Ltd | New Philadelphia | OH | 08/2013 | 04/2017 |
| Mapp Investment Service, Llc | New Philadelphia | OH | 04/2017 | Present |
1. Co-Owner, MaPP Investment Service, LLC, a private entity used for securities, advisory, and insurance business, as of 01/06/2014, 0% of time spent during business hours; Conducted at branch location, Investment related. 2. Fixed Insurance Sales, as an Agent under the names 'MaPP Investment Service, LLC' and 'Pipes Insurance Service, Ltd.'; as of 12/01/2017, 25% of time spent during business hours, Conducted at branch location; Investment Related. 3. Co-owner, LKBM, LLC; an entity created for the purpose of holding real estate properties; as of 06/21/2022; less than 5% time spent during business hours; Located in Dover, OH; Not conducted at branch location; Investment related. 4. Business Consultant, Minard Executive Strategies LLC; Located in Dover, OH, as of 03/01/2021; 7% of time spent during business hours; Not Conducted at branch location; Not Investment related. 6. Co-Owner, MaPP Holding Company, LLC, an entity created for the purpose of buying and managing commercial real estate at 435 West High Avenue, New Philadelphia, OH 44681, as of 11/29/2023; 2% of time spent during business hours; Conducted at branch; Investment related. 7. Co-owner, M Holding Company, LLC; an entity created for the purpose of managing real estate at 315 Mahogany Dr., Arlington, TX 76018, as of 11/09/2023; 0% time spent during business hours; Not conducted at branch; Investment related. 8. Advisory Board Member for MWCD Social Welfare Trust; Located at 330 University Dr. NE, New Philadelphia, OH 44663, as of 10/01/2025; Less than 10% of time spent during business hours; Not conducted at branch location; Not investment related. 9. Co-owner, MaPP Real Estate, LLC; a shell entity created for the purpose of buying and managing commercial real estate, as of 07/01/2026; 5% of time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-10 |
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