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Joan Frances Crouch

Osaic Wealth, Inc.

Acton, MT

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2020-07-01
  • MT RA
    APPROVED
    Since 2020-07-01

Branch Locations

Acton, MT • 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
Voya Financial Advisors Billings MT 09/2014 07/2020
Osaic Wealth Inc Butte MT 06/2020 Present
  • 09/2014 → 07/2020
    Voya Financial Advisors
    Billings, MT
  • 06/2020 → Present
    Butte, MT
Previous Registrations
  • 2007-02-15 → 2020-07-07
    Albany, NY
    Billings, MT
    Midvale, UT
    Clackamas, OR
    Washougal, WA
  • 2002-04-02 → 2007-01-31
    Waddell & Reed
    Butte, MT
    Billings, MT
    Butte, MT
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-03-18
  • S66 Uniform Combined State Law Examination
    2002-03-18
Other Names
  • Joan Frances Klingaman
  • Joan Frances Crouch
  • Joan Crouch

View on SEC IAPD

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