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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-09 |
| TX | RA | APPROVED | 2023-06-08 |
| 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 Achievement Services, Inc. | Greenville | OH | 06/1984 | Present |
| Signator Investors, Inc. | Greenville | OH | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Greenville | OH | 11/2018 | Present |
1. GREENVILLE MUNICIPAL PARK BAND BOARD-POSITION: Board Member NATURE: Non-profit; INV RELATED: HRS:1; SEC HRS:0; 01092019; 507 E Wood St Versailles OH 45380; DESC: Serve on a board to discuss the programming for the municipal band 2. RED POLL FARMS, LLC; POSITION: Co-manager & Member; NATURE: LLC; INV RELATED; HRS:1; SEC HRS: 0; 02202018;5346 Bishop Rd, Greenville OH 45331; DESC: Manager Mbr 3. THE SERVANTS PORTION,INC;POSITION: Board Member; NATURE: Non-Profit; INV RELATED; HRS:0; SEC HRS:0; 12302010; 6339 Fairway Ct Greenville OH 45331; DESC: serve on the BOD 4. BRETHREN RETIREMENT COMMUNITY; POSITION: Board Member; NATURE: Non-Profit; INV RELATED; HRS:1; SEC HRS:1; 01012005; 750 Chestnut St Greenville OH 45331; DESC Serve on the BOD 5. NOTARY PUBLIC; POSITION: Notary Public; NATURE: Sole Prop; INV RELATED: No; HRS: 0; SEC HRS: 0; 07122004; 6621 Clifton Drive Greenville OH 45331; DESCRIPTION: Notary Public 6. FINANCIAL ACHIEVEMENT SERVICES, INC - FIXED INSURANCE; POSITION: Agent/Broker; NATURE: Corp; INV RELATED: Yes; HRS:2; SEC HRS:2; 08091984; 5116 Children's Home Bradford Rd Greenville OH 45331; DESCRIPTION: Sales/Marketing of fixed annuities & non-variable insurance 7. FINANCIAL ACHIEVEMENT SERVICES, INC. POSITION: Chairman NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/08/2025 ADDRESS: 5116 Children's Home Bradford Rd, Greenville OH 45331, United States DESCRIPTION: Sales/marketing of securities and insurance products. 8. ANGELA R ARNOLD REVOCABLE TRUST DATED JULY 22, 2006 POSITION: Co-Trustee NATURE: Trust INVESTMENT RELATED: Yes NUMBER OF HOURS:1 SECURITIES TRADING HOURS:1 START DATE: 07/22/2006 ADDRESS: 6621 Clifton Drive, Greenville OH 45331 DESCRIPTION: Manage assets for estate distribution. 9. MATTHEW & ANGELA ARNOLD FOUNDATION, INC. POSITION: President NATURE: Private Non Operating Foundation filling with the State of Ohio as a Non-Profit Corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 6621 Clifton Drive, Greenville OH 45331, United States DESCRIPTION: I serve as one of four trustees for a Private Non-Operating Foundation incorporated under a heading in 501(c)(3) formed by me and my wife, Angela Arnold, as a part of our estate planning. The Foundation receives our donations and then annually distributes to other 501(c)(3) charities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-02 |
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