Best Investors Account Sign in

Dave James Devries

Osaic Wealth, Inc.

Sioux Falls, SD

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-21
SD RA APPROVED 2024-02-01
  • TX RA
    APPROVED
    Since 2025-10-21
  • SD RA
    APPROVED
    Since 2024-02-01

Branch Locations

7505 S Louise Ave, Sioux Falls, SD 57108 • 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
Embrace Church Sioux Falls SD 04/2016 12/2017
Thrivent Investment Management Inc Sioux Falls SD 12/2017 02/2024
Thrivent Financial Appleton WI 01/2018 06/2018
Thrivent Financial Appleton WI 06/2018 02/2024
Osaic Wealth Inc Sioux Falls SD 02/2024 Present
  • 04/2016 → 12/2017
    Embrace Church
    Sioux Falls, SD
  • 12/2017 → 02/2024
    Sioux Falls, SD
  • 01/2018 → 06/2018
    Thrivent Financial
    Appleton, WI
  • 06/2018 → 02/2024
    Thrivent Financial
    Appleton, WI
  • 02/2024 → Present
    Sioux Falls, SD
Previous Registrations
Other Businesses

1. LIT LLP POSITION: 1 of 6 managing partners with the LLP NATURE: Legacy Investment Team (LIT) which is Limited Liability Partnership (LLP).The LIT LLP holds passive investments. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2015 ADDRESS: 1806 E. Sequoia Trail, Sioux Falls SD 57103, United States DESCRIPTION: I do have voting rights, check writing privileges, and ability to take a salary. 2. MEADOWLAND FINANCIAL GROUP POSITION: Senior Partner/Advisor NATURE: Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2024 ADDRESS: 7505 S. Louise Ave, Sioux Falls SD 57108, United States DESCRIPTION: Financial Planning business for clients and assisting them with their financial plans. This includes prepping for meetings, research investments and helping with trade requests within accounts. 3. INTEGRITY WEALTH DEVELOPMENT, LLC POSITION: Senior Partner/Advisor NATURE: Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/20/2024 ADDRESS: 7505 S. Louise Ave., Sioux Falls SD 57108, United States DESCRIPTION: Financial Planning business for clients and assisting them with their financial plans. This includes prepping formeetings, research investments and helping with trade requests within accounts. 4. BOOK - GREEN LIGHT MILLIONAIRE POSITION: Author NATURE: It's a book I have written about how to help people think differently about their finances. It will be run through my LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 8 START DATE: 07/01/2025 ADDRESS: 7505 S. Louise Ave., Sioux Falls SD 57108, United States DESCRIPTION: Book is set to be published on 11/13/25. It's already been submitted to Red Oak and Compliance. Once book is published I will likely have much less hours involved, just more hours now with editing and proofing process.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-22
  • S66 Uniform Combined State Law Examination
    2018-03-22
Designations
Other Names
  • David Devries

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Sioux Falls, SD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor