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Crysta M Bloomingdale

Osaic Wealth, Inc.

Greenville, OH

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-10-26
  • OH RA
    APPROVED
    Since 2022-10-26

Branch Locations

5116 Children'S Home-Bradford Road, Greenville, OH 45331 • 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
Financial Achievement Services Greenville OH 03/2020 Present
Main Street Greenville Greenville OH 05/2017 03/2020
Academic Research Resources Cedarville OH 05/2014 04/2017
Royal Alliance Associates, Inc. Greenville OH 09/2021 Present
  • 03/2020 → Present
    Financial Achievement Services
    Greenville, OH
  • 05/2017 → 03/2020
    Main Street Greenville
    Greenville, OH
  • 05/2014 → 04/2017
    Academic Research Resources
    Cedarville, OH
  • 09/2021 → Present
    Royal Alliance Associates, Inc.
    Greenville, OH
Other Businesses

1) NOTARY PUBLIC POSITION: Notary NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/30/2023 ADDRESS: 317 W. Third St, Greenville OH 45331, United States DESCRIPTION: Notarize documents 2) GARST MUSEUM AND THE NATIONAL ANNIE OAKLEY CENTER POSITION: Board Member NATURE: 501c3 Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 03/21/2023 ADDRESS: 205 N Broadway St, Greenville OH 45331, United States DESCRIPTION: Serve on the board of directors for the museum 3) FAMILY HEALTH SERVICES POSITION: BOARD MEMBER NATURE: NON-PROFIT INVESTMENT RELATED: NO NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2018 ADDRESS: 5735 MEEKER RD GREENVILLE OH 745331 DESCRIPTION: SIT ON THE BOARD OF DIRECTORS FOR FAMILY HEALTH SERVICES 4) FINANCIAL ACHIEVEMENT SERVICES, INC POSITION: ADMINISTRATIVE ASSISTANT NATURE: CORPORATION INVESTMENT RELATED: YES NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/02/2020 ADDRESS: 5116 CHILDREN'S HOME BRADFORD RD GREENVILLE OH 45331 DESCRIPTION: ADMINE ASSISTANT - PREPARE FOR CLIENT REVIEW MEETINGS, ANSWER PHONES, FILING 5) GREENVILLE PUBLIC LIBRARY POSITION: Board Member NATURE: Non-Profit Public Entity INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/08/2025 ADDRESS: 520 Sycamore St, Greenville OH 45331, United States DESCRIPTION: Serve on the Board of Trustees for the Greenville Public Library

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-24
  • S66 Uniform Combined State Law Examination
    2022-10-24
Other Names
  • Crysta Bloomingdale

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