Roger Robert Gekiere

Current Employers

Employment History

• 07/2003 → 06/2024
  Securities America, Inc
  Dallas, TX
• 07/2003 → 06/2024
  Securities America Advisors, Inc.
  Dallas, TX
• 01/2003 → Present
  Navigation Financial Group
  Dallas, TX
• 06/1988 → Present
  Roger Gekiere
  Dallas, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mount Vernon, TX

Previous Registrations

• 2003-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Scroggins, TX
  Dallas, TX
  Mount Vernon, TX
  Mount Vernon, TX
• 1998-11-09 → 2003-08-07
  Veravest Investment Advisors, Inc.
  Dallas, TX

Other Businesses

***FRANKLIN COUNTY APPRAISAL DISTRICT POSITION: board member NATURE: FRANKLIN COUNTY APPRAISAL DISTRICT - PUBLIC TAXING ENTITY - BOARD MEMBER; VOTE ON POLICY - 2% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2008 ADDRESS: 104 N Houston, Mt Vernon TX 75457 DESCRIPTION: b ***TRUSTEE POSITION: Trustee NATURE: Trustee under will of Steven P Hagemann INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2015 ADDRESS: 15770 N Dallas Pkwy, Suite 650, Dallas TX 75248 DESCRIPTION: Trustee under will of Steven P Hagemann ***NAVIGATION FINANCIAL POSITION: agent NATURE: 2) NAVIGATION FINANCIAL GROUP - INSURANCE SALES - 10% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2003 ADDRESS: 15770 N Dallas Parkway, suite 650, Dallas TX 75248 DESCRIPTION: insurance sales ***PARKWAY QUARTER HOA POSITION: member NATURE: Homeowners association board member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2020 ADDRESS: 5325 Bent Tree Forest, Dallas TX 75248 DESCRIPTION: board member helping make decisions on running the HOA ***TRUSTEE OF ILIT POSITION: Trustee of ILIT NATURE: Trustee of ILIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2015 ADDRESS: 15770 N Dallas Pkwy, Suite 650, Dallas TX 75248 DESCRIPTION: Trustee of ILIT ***STEAMBOAT CONDO POSITION: Joint Owner of home NATURE: Rental home INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2021 ADDRESS: 2286 Apres Ski Way Unit 404, Steamboat Spring CO 80487 DESCRIPTION: Really, none, there is a 3rd party leasing and property manager

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-18
• S63 Uniform Securities Agent State Law Examination
  1988-09-12