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Advisor at COMMONWEALTH FINANCIAL NETWORK
NEW PHILADELPHIA, OH | Berlin, OH | Sugarcreek, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Aug 2, 2013 | n/a | yes | NEW PHILADELPHIA, OH|Berlin, OH|Sugarcreek, OH | Current employment |
| REA WEALTH MANAGEMENT | Independent wealth | Aug 6, 2013 | Apr 4, 2017 | no | NEW PHILADELPHIA, OH|NEW PHILADELPHIA, OH | Previous registration |
| EDWARD JONES | National bd RIA | Sep 14, 2010 | Aug 5, 2013 | no | ST LOUIS, MO|WOOSTER, OH|WOOSTER, OH|MARION, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REA WEALTH MANAGEMENT | n/a | Apr 4, 2017 | n/a | n/a | Departure no registered destination | Departure |
| EDWARD JONES | COMMONWEALTH FINANCIAL NETWORK | Aug 5, 2013 | Aug 2, 2013 | -3 | Firm change | Ibd to ibd |