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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
781 Davison Road, Lockport, NY 14094 • United States
712 Niagara Falls Blvd, North Tonowanda, NY 14120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami Lakes | FL | 11/2001 | 07/2020 |
| Haick Financial Services | North Tonawanda | NY | 04/2001 | Present |
| Securities America, Inc. | North Tonawanda | NY | 07/2020 | 06/2024 |
| Securities America Advisors | North Tonawanda | NY | 07/2020 | 06/2024 |
| Investacorp Advisory Services | Miami Lakes | FL | 11/2001 | 07/2020 |
| Osaic Wealth, Inc. | Lockport | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Lockport | NY | 06/2024 | Present |
HAICK BUSINESS SERVICES, INC. POSITION: CPA NATURE: Accounting, payroll and tax services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2016 ADDRESS: 716 Niagara Falls Blvd, North Tonawanda NY 14120, United States DESCRIPTION: I am a CPA offering tax, bookkeeping, payroll and consulting services to my clients. JARTS PROPERTIES, LLC POSITION: Owner NATURE: Real estate holding company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2015 ADDRESS: 781 Davison Road, Lockport NY 14094, United States DESCRIPTION: Landlord for Frank Cornell Associates, Inc. THE HAICK FOUNDATION POSITION: President NATURE: To build relationships to raise money to help underprivileged children. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2019 ADDRESS: 6987 Deidre Court, Niagara Falls NY 14304, United States DESCRIPTION: I preside over board meetings and build relationships with the general public with the intent to solicit donations for the organization. CHRISTOPHER W. HAICK, BROKER POSITION: Christopher W. Haick, Broker NATURE: Licensed Life, Accident, Health, Annuity, Variable annuity broker. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/30/2001 ADDRESS: 712 NIagara Falls Blvd, North Tonawanda NY 14120, United States DESCRIPTION: Licensed life, accident, health, annuity, variable annuity broker investment-related to the extent of variable product sales. DBA - Haick Financial Services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-12-10 |
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