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Greg Raymond Blunk

Osaic Wealth, Inc.

Carmel, IN

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2021-12-22
  • IN RA
    APPROVED
    Since 2021-12-22

Branch Locations

11711 N. Meridian Street Suite 110, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Signator Investors, Inc. Carmel IN 05/2016 11/2018
Royal Alliance Associates, Inc. Carmel IN 11/2018 Present
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    Carmel, IN
  • 11/2018 → Present
    Royal Alliance Associates, Inc.
    Carmel, IN
Other Businesses

1) BLUNK FINANCIAL GROUP POSITION: Founding Partner NATURE: OBA for securities business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2014 ADDRESS: 11711 N. Meridian Street, Suite 110, Carmel IN 46032, United States DESCRIPTION: Registered Securities related business 2) BLUNK FINANCIAL GROUP POSITION: Founding Partner NATURE: Fixed Life Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/15/2018 ADDRESS: 11711 N. Meridian St., Suite 110, Carmel IN 46032, United States DESCRIPTION: Fixed Life Insurance Sales. Fixed Annuity Sales. And client servicing of those products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-17
S66 Uniform Combined State Law Examination 2007-09-27
S63 Uniform Securities Agent State Law Examination 2000-05-02
  • S65 Uniform Investment Adviser Law Examination
    2021-12-17
  • S66 Uniform Combined State Law Examination
    2007-09-27
  • S63 Uniform Securities Agent State Law Examination
    2000-05-02

View on SEC IAPD

Other Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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