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Advisor at REA WEALTH MANAGEMENT
Streetsboro, OH | Mentor, OH | MENTOR, OH | NEW PHILADELPHIA, OH | Avon, OH | Medina, 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 |
|---|---|---|---|---|---|---|
| REA WEALTH MANAGEMENT | Independent wealth | Feb 4, 2026 | n/a | yes | Mentor, OH|NEW PHILADELPHIA, OH | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Nov 12, 2025 | n/a | yes | Avon, OH|MENTOR, OH|Medina, OH|Streetsboro, OH | Current employment |
| MWA FINANCIAL SERVICES, INC. | Bd affiliated wealth | Mar 15, 2024 | Nov 5, 2025 | no | MANSFIELD, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MWA FINANCIAL SERVICES, INC. | COMMONWEALTH FINANCIAL NETWORK | Nov 5, 2025 | Nov 12, 2025 | 7 | Firm change | Ibd to ibd |