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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 | 2023-09-21 |
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 | 06/2023 | 01/2025 |
| Whitcomb & Hess | Ashland | OH | 05/2022 | 05/2023 |
| Buckeye Lawns | Millersburg | OH | 06/2017 | 08/2022 |
| Fedex | Ashland | OH | 06/2020 | 08/2020 |
| West Holmes High School | Millersburg | OH | 09/2015 | 05/2019 |
| Rea Wealth Management | New Philadelphia | OH | 06/2023 | 01/2025 |
| Investment Partners D/B/A Rea Wealth Management | New Philadelphia | OH | 01/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-20 |
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