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John Joseph Checki

Osaic Wealth, Inc.

Plano, TX

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-14
  • TX RA
    APPROVED
    Since 2024-06-14

Branch Locations

1720 Edgewater Drive, Plano, TX 75075 • 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
John Checki, Jr. Plano TX 09/1995 Present
Securities America, Inc. Plano TX 09/1995 06/2024
John J. Checki, Jr., Cpa Plano TX 01/1996 Present
Securities America Advisors, Inc. Plano TX 06/2002 06/2024
Osaic Wealth, Inc. Plano TX 06/2024 Present
  • 09/1995 → Present
    John Checki, Jr.
    Plano, TX
  • 09/1995 → 06/2024
    Securities America, Inc.
    Plano, TX
  • 01/1996 → Present
    John J. Checki, Jr., Cpa
    Plano, TX
  • 06/2002 → 06/2024
    Securities America Advisors, Inc.
    Plano, TX
  • 06/2024 → Present
    Plano, TX
Previous Registrations
  • 2002-06-21 → 2024-06-14
    Securities America Advisors, Inc.
    Plano, TX
    Richardson, TX
    Richardson, TX
    Plano, TX
Other Businesses

***JOHN J CHECKI JR CPA CPA TAX REVIEW AND ADVICE, CPA, TIME SPENT 5% ***DBA - Checki Financial ***CHECKI FINANCIAL POSITION: owner NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 03/1989 -1720 EDGEWATER DR., PLANO, TX 75075 INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/1989 ADDRESS: 1720 Edgewater Drive, Plano TX 75075, United States DESCRIPTION: Occasionally the need for these products arises. ***JOHN J CHECKI JR CPA POSITION: Sole Proprietor NATURE: JOHN CHECKI JR. CPA, SINCE 2/1976, ANNUAL INCOME, $10-$20K - 5% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 02/01/1976 ADDRESS: 1720 Edgewater Drive, Suite 1508, Plano TX 75075, United States DESCRIPTION: Tax Advice ***SEE ABOVE POSITION: Advisor NATURE: SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISORY - INVESTMENT ADVISOR REPRESENTATIVE - INVESTMENT RELATED - START DATE 06/2002 - 1720 EDGEWATER, PLANO, TX 75075 INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 06/01/2002 ADDRESS: 1720 EDGEWATER DR, PLANO TX 75075, United States DESCRIPTION: Financial Planning and Asset Management

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-04-20
  • S63 Uniform Securities Agent State Law Examination
    1989-04-20
Designations

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