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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-07 |
| 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 |
|---|---|---|---|---|
| Financial Achievements Services | Greenville | OH | 04/1999 | Present |
| Signator Investors, Inc. | Greenville | OH | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Greenville | OH | 11/2018 | Present |
1. ARCANUM PUBLIC LIBRARY BOARD OF TRUSTEES POSITION: Board Member NATURE: Non-Profit Public Entity INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2013 ADDRESS: 101 North Street, Arcanum OH 45304 DESCRIPTION: Attend board meetings. We discuss and make decisions on the operation of the library. I have voting privileges. 2. INSURANCE SALES/FINANCIAL ACHIEVEMENT SERVICES, INC. POSITION: Independent Insurance Sales NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/1992 ADDRESS: 5116 Children's Home Bradford Rd, PO Box 657, Greenville OH 45331, United States DESCRIPTION: Sale of insurance products including, but not limited to, Life, Disability, Health, Long Term Care, and both Fixed and Variable Annuities. 3. FINANCIAL ACHIEVEMENT SERVICES, INC. POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/1999 ADDRESS: 5116 Children's Home Bradford Rd, PO Box 657, Greenville OH 45331, United States DESCRIPTION: Financial Advisor activities include sales of securities, both retail and advisory accounts; and insurance products sales. This includes meeting with clients and talking with them over the phone. I am a W-2 Salaried employee which is determined by Phillip Pierri. 4. BOARD MEMBER ANSONIA FIRST CHURCH OF GOD POSITION: Board Member NATURE: The OBA is for being a board member of the church. The church is incorporated. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/25/2026 ADDRESS: 750 S. Main St., Ansonia OH 45303, United States DESCRIPTION: As a member of the board of trustees of the church, I will attend monthly meetings. The board oversees the operation of the church including assisting in hiring a pastor, building maintenance, developing a budget, and general operations of the church. We vote on such issues. 5. HOUSE RENTAL PROPERTY POSITION: Owner NATURE: There is no formal business structure. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2026 ADDRESS: 3959 Shields Road, Arcanum OH 45304, United States DESCRIPTION: This is a house that I rent out. I make sure things are maintained and track expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-25 |
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