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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-01-10 |
| OH | RA | APPROVED | 2018-11-02 |
Branch Locations
5116 Children'S Home-Bradford Road, Greenville, OH 45331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Greenville | OH | 03/2017 | 11/2018 |
| Financial Achievement Services, Inc. | Greenville | OH | 04/2015 | Present |
| Osaic Wealth, Inc. | Greenville | OH | 11/2018 | Present |
1) FINANCIAL ACHIEVEMENT SERVICES POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2015 ADDRESS: 5116 Children's Home Bradford Rd, Greenville OH 45331, United States DESCRIPTION: Financial Advisor, Client Services, Office Operations 2) FINANCIAL ACHIEVEMENT SERVICES - FIXED INSURANCE POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/22/2022 ADDRESS: 5116 Children's Home Bradford Rd, Greenville OH 45331, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance 3) NOTARY PUBLIC POSITION: Notary NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/20/2022 ADDRESS: 2371 Murphy Ln W, Troy OH 45373, United States DESCRIPTION: Notarize documents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-02 |
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