Claire Kress Neiswander

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-11-27

OH RA
APPROVED

Since 2024-11-27

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

Organization	City	State	From	To
Financial Achievement Services, Inc	Greenville	OH	03/2023	Present
Unemployed	Laura	OH	08/2016	10/2017
Greenville Federal Bank	Greenville	OH	10/2017	08/2018
Performance Academies	Trotwood	OH	09/2018	03/2023
Osaic Wealth, Inc.	Greenville	OH	11/2023	Present

03/2023 → Present

Financial Achievement Services, Inc

Greenville, OH
08/2016 → 10/2017

Unemployed

Laura, OH
10/2017 → 08/2018

Greenville Federal Bank

Greenville, OH
09/2018 → 03/2023

Performance Academies

Trotwood, OH
11/2023 → Present

Osaic Wealth, Inc.

Greenville, OH

Other Businesses

1. FINANCIAL ACHIEVEMENT SERVICES, INC POSITION: Registered Client Support Specialist NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/20/2023 ADDRESS: 5116 Children's Home Bradford Rd, PO Box 657, Greenville OH 45331, United States DESCRIPTION: Administrative assistant Prepare for meetings Answer phones Filing

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-26

S66 Uniform Combined State Law Examination

2024-11-26

View on SEC IAPD

Current Employers

Osaic Wealth, Inc.

Disclosures

Employment History

Other Businesses

Exams

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