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419 W High Ave, New Philadelphia, OH 44663 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-04 |
Branch Locations
7201 Center Street, Mentor, OH 44060 • United States
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 | 2025-11-12 |
Branch Locations
1220 Moore Road Suite C, Avon, OH 44011 • United States
7201 Center Street, Mentor, OH 44060 • United States
694 E. Washington Street, Medina, OH 44256 • United States
Streetsboro, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lowes Home Improvement | Ontario | OH | 01/2019 | 12/2022 |
| Old Carolina Bbq Company | Ontario | OH | 03/2017 | 08/2019 |
| Cold Creek Club Lambs | Lexington | OH | 01/2012 | 06/2018 |
| Modern Woodmen Of America | Rock Island | IL | 01/2023 | 10/2025 |
| Mwa Financial Services, Inc. | Rock Island | IL | 08/2023 | 10/2025 |
| Rea Wealth Management | New Philadelphia | OH | 11/2025 | 01/2026 |
| Commonwealth Financial Network | Waltham | MA | 11/2025 | 01/2026 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | Present |
| Rea Wealth Management | New Philadelphia | OH | 01/2026 | Present |
1. Fixed insurance sales; as of 1/14/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-27 |
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