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Lawrence Arthur Gekiere

Osaic Wealth, Inc.

Dallas, 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

15770 N Dallas Parkway Suite 650, Dallas, TX 75248 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Dallas TX 11/2003 06/2024
Securities America Advisors, Inc. Dallas TX 12/2003 06/2024
Navigation Financial Group Dallas TX 01/2003 Present
Osaic Wealth, Inc. Dallas TX 06/2024 Present
  • 11/2003 → 06/2024
    Securities America, Inc.
    Dallas, TX
  • 12/2003 → 06/2024
    Securities America Advisors, Inc.
    Dallas, TX
  • 01/2003 → Present
    Navigation Financial Group
    Dallas, TX
  • 06/2024 → Present
    Dallas, TX
Previous Registrations
  • 2003-12-04 → 2024-06-14
    Securities America Advisors, Inc.
    Dallas, TX
  • 1997-02-05 → 2003-12-01
    Veravest Investment Advisors, Inc.
    Dallas, TX
Other Businesses

LARRYGEKIEREARTIST POSITION: painter NATURE: PAINTING/MARKETING INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 04/11/2013 ADDRESS: 3424 southwestern, dallas TX 75225 DESCRIPTION: Paint portraits primarily of Pets. Marketing through website and social media INSURANCE POSITION: broker NATURE: NAVIGATION FINANCIAL TITLE: INSURANCE AGENT - INVESTMENT RELATED - START DATE: 06/1989 - LOCATED AT 15770 N DALLAS PARKWAY SUITE 650 DALLAS TX 75248 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/1989 ADDRESS: 15770 north dallas parlway, dallas TX 75248, United States DESCRIPTION: to provide life and health products NAVIGATION FINANCIAL POSITION: agent NATURE: INVESTMENT ADVISORY - SECURITIES AMERICA ADVISORS - IAR- INVESTMENT RELATED - START DATE 12/2003 - LOCATED AT 15770 N DALLAS PARKWAY SUITE 650 DALLAS, TX 75248 INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 12/01/2003 ADDRESS: 15770 north dallas parkway, suite 650, dallas TX 75248, United States DESCRIPTION: selling non equity insurance products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-01-20
S63 Uniform Securities Agent State Law Examination 1981-10-13
  • S65 Uniform Investment Adviser Law Examination
    1997-01-20
  • S63 Uniform Securities Agent State Law Examination
    1981-10-13
Designations

View on SEC IAPD

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