Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

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

Branch Locations

607 S Smith Ave, St Paul, MN 55107 • United States

999 Village Center Dr, North Oaks, MN 55127 • United States

985 Grand Ave, St Paul, MN 55105 • 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
Cherokee State Bank St. Paul MN 11/2003 Present
Securities America Inc St Paul MN 07/2015 06/2024
Securities America Advisors St Paul MN 07/2015 06/2024
Osaic Wealth, Inc. St Paul MN 06/2024 Present
  • 11/2003 → Present
    Cherokee State Bank
    St. Paul, MN
  • 07/2015 → 06/2024
    Securities America Inc
    St Paul, MN
  • 07/2015 → 06/2024
    Securities America Advisors
    St Paul, MN
  • 06/2024 → Present
    St Paul, MN
Previous Registrations
  • 2015-07-07 → 2024-06-14
    Securities America Advisors, Inc.
    St Paul, MN
  • 2014-01-31 → 2015-07-23
    Fintegra, Llc
    St. Paul, MN
    St. Paul, MN
    North Oaks, MN
    Savage, MN
    St. Paul, MN
    St. Paul, MN
Other Businesses

1. SECURITIES AMERICA ADVISORS INVESTMENT ADVISORY - IAR - INVESTMENT RELATED- START DATE: 7/2015 - ADDRESS 607 SOUTH SMITH AVE, ST PAUL MN 55107 2. CHEROKEE INVESTMENT SERVICES - DBA 3. BANKCHEROKEE POSITION: dual employee NATURE: dual employer INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/1996 ADDRESS: 607 South Smith Ave, St. Paul MN 55107, United States DESCRIPTION: dual employee of Bankcherokee. I do work in capacity of providing banking services from this bank 4. ABSOLUTE FINANCIAL POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2003 ADDRESS: 1670 Beechwood Ave, St. Paul MN 55116, DESCRIPTION: own and manage rental property 5. NOT SO KOSHER POSITION: currently as guest host and spouse of owner NATURE: Pod Casting show and Podcasting network INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2016 ADDRESS: 1670 Beechwood Ave, St. Paul MN 55116 DESCRIPTION: Currently owned and operated by my spouse. I will be doing non investment related comedy entertainment and interviews of show guests. I also may do live comedy appearances for the show. I will be an officer of the business. I will not be doing any investment related activity related to this OBA. I currently receive no compensation for my activity 6. HONEY MONEY POSITION: Owner/Operator NATURE: Beekeeping and sales of honey INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2016 ADDRESS: 1670 Beechwood Ave, St. Paul MN 55116 DESCRIPTION: provide beekeeping services and sale of honey from the bee hives 7. FINRA ARBITRATOR POSITION: FINRA Arbitrator NATURE: FINRA Arbitrator INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/18/2020 ADDRESS: 607 South Smith Ave, Saint Paul MN 55107 DESCRIPTION: As requested act as a FINRA arbitrator.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-09-24
S63 Uniform Securities Agent State Law Examination 1992-02-06
  • S65 Uniform Investment Adviser Law Examination
    2002-09-24
  • S63 Uniform Securities Agent State Law Examination
    1992-02-06
Designations
Other Names
  • Jon Kvasnik

View on SEC IAPD

More in St Paul, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor