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Phillip James Pierri

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
TX RA APPROVED 2024-05-08
FL RA APPROVED 2024-01-12
OH RA APPROVED 2018-11-02
  • TX RA
    APPROVED
    Since 2024-05-08
  • FL RA
    APPROVED
    Since 2024-01-12
  • OH RA
    APPROVED
    Since 2018-11-02

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
Signator Investors, Inc. Greenville OH 04/2018 11/2018
Zechar Bailey Funeral Home Greenville OH 06/2002 03/2018
Osaic Wealth, Inc. Greenville OH 11/2018 Present
Financial Achievement Services Greenville OH 04/2018 Present
Financial Achievement Services, Inc. Greenville OH 06/2023 08/2025
Financial Achievement Services Inc Greenville OH 08/2025 Present
  • 04/2018 → 11/2018
    Signator Investors, Inc.
    Greenville, OH
  • 06/2002 → 03/2018
    Zechar Bailey Funeral Home
    Greenville, OH
  • 11/2018 → Present
    Greenville, OH
  • 04/2018 → Present
    Financial Achievement Services
    Greenville, OH
  • 06/2023 → 08/2025
    Financial Achievement Services, Inc.
    Greenville, OH
  • 08/2025 → Present
    Financial Achievement Services Inc
    Greenville, OH
Previous Registrations
  • 2018-10-18 → 2018-11-02
    Signator Investors, Inc.
    Greenville, OH
Other Businesses

1. Darke County Chamber of Commerce Position: Board Member | Nature: Non-profit | Investment Related: No Hours: 2 (Security Trading: 2) | Start: 1/1/2017 Address: 209 E. 4th St., Greenville, OH 45331 Description: Attend board meetings and assist with Chamber events. 2. Financial Achievement Services, Inc. Position: President, Secretary, Treasurer (VP/day-to-day ops) Nature: Corporation | Investment Related: Yes Hours: 160 (Security Trading: 130) | Start: 08/29/2015 Address: 5116 Children's Home Bradford Rd., Greenville, OH 45331 Description: Sales and marketing of securities and insurance products; oversees daily operations. 3. YOLO of Darke County, Inc. Position: President | Nature: 501(c)(3) | Investment Related: No Hours: 2 (Security Trading: 2) | Start: 11/01/2013 Address: 6431 Willow Lake Dr., Greenville, OH 45331 Description: Organizes community events (including YOLO Concert Series), manages projects, supports Greenville Football Team, and partners with the City of Greenville on the Tree Program. 4. Financial Achievement Services, Inc. - Fixed Insurance Position: Agent | Nature: Corporation | Investment Related: Yes Hours: 10 (Security Trading: 10) | Start: 04/01/2018 Address: 5116 Children's Home Bradford Rd., PO Box 657, Greenville, OH 45331 Description: Sales and marketing of fixed annuities and non-variable insurance products. 5. PJP Rentals, LLC Position: Owner | Nature: LLC | Investment Related: Yes Hours: 10 (Security Trading: 0) | Start: 07/01/2020 Address: 6431 Willow Lake Dr., Greenville, OH 45331 Description: Owner of rental properties. 6. Bar Meeting Grievance Committee Position: Committee Member | Investment Related: No Hours: 1 (Security Trading: 0) | Start: 12/01/2022 Address: 312 Central Ave., Greenville, OH 45331 Description: Investigates allegations of attorney or judicial misconduct, including ethical violations or impairment, and initiates disciplinary actions within the committee's jurisdiction. 7. Finance & Operations Committee - St. Mary's School Position: Committee Member | Nature: K-8 Elementary School Investment Related: No | Hours: 2 (Security Trading: 2) Start: 09/15/2023 Address: 238 W. 3rd St., Greenville, OH 45331 Description: Reviews school budget and advises on financial and operational matters. 8. Wayne Healthcare Position: Board Member | Nature: Corporation Investment Related: No | Hours: 5 (Security Trading: 5) Start: 07/01/2025 Address: 835 Sweitzer St., Greenville, OH 45331 Description: Serves as board member. 9. Edison Community College Foundation Board Position: Board Member | Nature: College/Foundation Investment Related: No | Hours: 1 (Security Trading: 0) Start: 01/01/2025 Address: 1973 Edison Dr., Piqua, OH 45356 Description: Supports Edison Community College through the Foundation. 10. ReadyRoll Trailer Rental, LLC Position: Partner Nature: Trailer and equipment rental business Investment Related: No | Hours: 1 (Security Trading: 0) Start: 01/14/2026 Address: 388 Circular St., Tiffin, OH 44883 Description: Assists with financial organization and provides capital; no compensation taken, with profits reinvested into equipment. 11. Pierri Rental, LLC Position: Partner | Nature: LLC Investment Related: Yes | Hours: 1 (Security Trading: 0) Start: 01/01/2026 Address: 6431 Willow Lake Dr., Greenville, OH 45331 Description: LLC formed to purchase the Financial Achievement Services building and lease it to the business; managed by spouse, Jodi.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-15
  • S66 Uniform Combined State Law Examination
    2018-10-15
Designations

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