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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2020-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Billings | MT | 09/2014 | 07/2020 |
| Osaic Wealth Inc | Butte | MT | 06/2020 | Present |
1) OAN F. CROUCH POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2019 ADDRESS: 7007 Mainwaring Road, Acton MT 59002, United States DESCRIPTION: Owner of rental property. Ensure property is well kept; collect rent. 2) HOBBY LOBBY POSITION: Saturday Only/Seasonal Help NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 0 START DATE: 09/24/2022 ADDRESS: 2425 Central Avenue, Billings MT 59102, United States DESCRIPTION: This is a Saturday-only/seasonal help position, for a large craft store. Duties include merchandising and stocking shelves. 3) INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 03/07/2002 ADDRESS: 141 Avenue B, Billings MT 59101, United States DESCRIPTION: Sales and service of fixed insurance products. 4) VARSITY FARMS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 7007 Mainwaring Road, Acton MT 59002, United States DESCRIPTION: Small tree farm with garden and orchard; sales of food, crafts, fruits and vegetables. J
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-18 |
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