Joanna Scates Beachly

Current Employers

Employment History

• 01/2012 → 09/2017
  Bankers Life & Casualty
  Richmond, VA
• 05/2016 → 09/2017
  Bankers Life Securities, Inc.
  Richmond, VA
• 09/2017 → Present
  Principal Life Insurance Company
  Knoxville, TN
• 09/2017 → Present
  Principal Securities Inc
  Knoxville, TN
• 09/2018 → 04/2023
  Ironworks Financial
  Farmville, VA
• 05/2023 → 01/2024
  Progressive Wealth Strategies
  Farmville, VA
• 01/2024 → 04/2026
  Focused Financial
  Knoxville, TN
• 02/2026 → Present
  Clarity In Planning
  Knoxville, TN

Previous Registrations

• 2016-07-27 → 2017-09-26
  Bankers Life Advisory Services, Inc.
  Richmond, VA
  Chicago, IL
• 2013-07-29 → 2016-05-27
  Concourse Financial Group Securities, Inc.
  Columbia, SC
  Richmond, VA
  Birmingham, AL

Other Businesses

**Fixed Insurance, 15521 Midlothian Tpke, Suite 404, Midlothian, VA 23113, Life, Annuities, LTC, DI, Medicare, 10/01/17, Investment Related: Y, Hours Per Month: 8. **Joni Beachly Insurance and Financial Services; Not Investment Related; Drakes Branch, VA; Owner; LLC for tax and expense tracking and filing purposes. Will not be advertising or marketing.; Start Date: 11/01/2020; NA hrs per month; NA during trading hours. **GROUP INSURANCE POSITION: Group Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 11/17/2022 ADDRESS: 311 N Main St, Farmville VA 23901, United States DESCRIPTION: Group insurance- life, disability, dental, vision, health, etc. **SECOND SATURDAY POSITION: Speaker NATURE: Educational Workshops through Second Saturday INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 2 START DATE: 04/02/2025 ADDRESS: 161 Ashley Ln, Powell TN 37849, United States DESCRIPTION: Second Saturday provides educational workshops focusing on the topic of divorce and the process thereof. I would be speaking on overall things to consider around budgeting and income. CLARITY IN PLANNING POSITION: Advisor NATURE: financial analysis and strategies, insurance and annuities, mf, securities, va, vl. All aspects of being a financial advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 02/11/2026 ADDRESS: 112 Durwood Rd, Knoxville TN 37922, United States DESCRIPTION: Will be my duties as an advisor with Principal. Just wanting to create a personalized website at the moment for branding and to show more of what I focus on in my business.

Exams

• S66 Uniform Combined State Law Examination
  2013-07-23

Other Names

• Joanna Scates Howington
• Joni Scates
• Joanna Kristin Scates
• Joanna Kritstin Scates
• Joanna Kritstin Scates Beachly
• Joanna Scates Beachly