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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-25 |
| TX | RA | APPROVED | 2024-10-03 |
Branch Locations
15770 N Dallas Parkway Suite 650, Dallas, TX 75248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 03/2023 | 10/2024 |
| Unemployed | Addison | TX | 01/2023 | 03/2023 |
| University Of Arkansas | Fayettville | AR | 08/2019 | 12/2022 |
| Navigation Financial | Dallas | TX | 05/2022 | 08/2022 |
| Morris Construction | Winsboro | TX | 05/2021 | 08/2021 |
| Morris Construction | Winsboro | TX | 05/2020 | 08/2020 |
| Mount Vernon Isd | Mount Vernon | TX | 03/2013 | 08/2019 |
| Camp Longhorn | Burnet | TX | 06/2018 | 07/2018 |
| Osaic Wealth Inc | Dallas | TX | 10/2024 | Present |
1. Navigation Financial Group Yes 15770 N Dallas Parkway; Suite 650; Dallas, TX 75248 Navigation Financial Advisors, inc. DBA Navigation Financial Group Agent Agen09/30/2024 40 40 Insurance Sales 2. NAVIGATION FINANCIAL POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/09/2024 ADDRESS: 15770 Dallas Pkwy, Dallas TX 75248, United States DESCRIPTION: Insurance Sales 3. JON GEKIERE FISHING TOURNAMENTS POSITION: El Capitan NATURE: Sole Proprietorship, I fish fishing tournaments. we are paid money when we win. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 5031 Parkview Place, Addison TX 75001, United States DESCRIPTION: I drive around in the Skeeter and catch bass, then make old people mad when I beat them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-19 |
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