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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-21 |
Branch Locations
10831 Old Mill Rd Suite 200A, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hyvee | Omaha | NE | 11/2016 | 06/2018 |
| Student | Omaha | NE | 06/2008 | 05/2022 |
| Integrity Alliance, Llc | Omaha | NE | 11/2018 | 07/2026 |
| Osaic Wealth Inc | Omaha | NE | 07/2026 | Present |
1. METRO AREA YOUTH FOUNDATION POSITION: Board Member NATURE: Charitable Board INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2025 ADDRESS: PO BOX 540772, Omaha NE 68154, United States DESCRIPTION: direct the foundations vision and provide guidance on use of funds as well as planning fundraising events. 2. BLUEBIRD PROPERTIES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2022 ADDRESS: PO BOX 540997, Omaha NE 68154, United States DESCRIPTION: Own and manage rental property 3. TANGIER SHRINE CORVETTE CLUB POSITION: Vice President NATURE: Fundraising organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/09/2026 ADDRESS: 2823 S 84th St, Omaha NE 68124, United States DESCRIPTION: Vice President of the club. Perform meeting duties and help fundraise for the organization. 4. BLAIR POINT INVESTMENTS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 11207 W Dodge Rd STE 100, Omaha NE 68154, United States DESCRIPTION: Part owner of a commercial building 5. TRENT PEARCE FINANCIAL LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 05/01/2022 ADDRESS: PO BOX 540997, Omaha NE 68154, United States DESCRIPTION: LLC for direct fixed business 6. PEARCE GROUP POSITION: Owner NATURE: DBA from Trent Pearce Financial LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/07/2026 ADDRESS: 10831 Old Mill Rd, Suite 200A, Omaha NE 68154, United States DESCRIPTION: Pearce Group is a dba for tax prep and tax planning business. The name will also be used to market insurance (life/health/group). along with tax. 7. PEARCE FINANCIAL / PEARCE FINANCIAL SERVICES POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 05/01/2022 ADDRESS: 10831 Old Mill Rd, Suite 200A, Omaha NE 68154, United States DESCRIPTION: Pearce Financial / Pearce Financial Services is the DBA for our financial planning and investment advisory practice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-20 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-11 |
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