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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
***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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-04-20 |
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