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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
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrity Alliance, Llc | Omaha | NE | 02/2014 | 07/2026 |
| Osaic Wealth Inc | Omah | NE | 07/2026 | Present |
1. Cash Rent for Farmland; PO Box 540997 Omaha NE 68154; Owner of farmland to rent; Start date 01/29/2017; hours per month 1 hour; 0 hours during trading. 2. Omaha Home For Boys Foundation; Not investment related; 4343 N. 52nd Street, Omaha, NE 68104; Board Member; Director; 01/01/2025; 4 hours per month; 1 hours during security hours; Assist with financial endowment fund 3. OMAHA HOME FOR BOYS POSITION: financial board member NATURE: non profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/30/2024 ADDRESS: 4343 N 52nd St, Omaha NE 68104, United States DESCRIPTION: to assist with recommendations on the investments for the endowment funds of the organization. The board consists of banker, lay person and financial advisors. the accounts are not held under me as an advisor I just share my knowledge of investments. 4. TANGIER SHRINE CORVETTE CLUB POSITION: president of unit NATURE: Organization that supports the Shriners hospitals for burn and orthopedic conditions in children INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 2823 S 84th St, Omaha NE 68124, United States DESCRIPTION: president of the corvette club unit conducting monthly meetings with unit members and facilitate activities within the unit. 5. BURKE STREET POSITION: investor NATURE: investor INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2016 ADDRESS: 179th & burke st, omaha NE 68130, United States DESCRIPTION: investor in commercial realestate building 6. BLAIR POINTE INVESTMENTS POSITION: member NATURE: partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2025 ADDRESS: 11207 W Dodge Road, Suite 100, Omaha NE 68154, United States DESCRIPTION: invested $50k into commercial realestate building offering will received dividends on investment if there are any 7. BUSS FARM POSITION: land owner NATURE: I am the landowner of farm ground that is cash rent with a local farmer. kjgtk farms LLc INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/29/2017 ADDRESS: rural, Tripoli IA 50676, United States DESCRIPTION: land owner of farm ground in Tripoli IA that is cash rent with a local farmer. 8. GREENE FARM POSITION: land owner NATURE: KJGTK FARMS LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/20/2022 ADDRESS: rural, greene county IA 50129, United States DESCRIPTION: own farm ground in Greene County IA crop share with local farmer 9. GUTHRIE FARM POSITION: land owner NATURE: KJGTK Farms LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1800 ADDRESS: rural, Guthrie Center IA 50115, United States DESCRIPTION: crop share farm ground with local farmer 10. KJGTK FARMS LLC POSITION: member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/05/2022 ADDRESS: PO Box 540997, omaha NE 68154, United States DESCRIPTION: LLC for farms 11. PEARCE FINANCIAL SERVICES POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 10/01/1985 ADDRESS: 10831 Old Mill Road Ste 200A, Omaha NE 68154, United States DESCRIPTION: insurance sales to clients and investments 12. PEARCE MANAGEMENT INC. POSITION: president NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 09/22/1997 ADDRESS: 10831 Old Mill Road Ste 200A, Omaha NE 68154, United States DESCRIPTION: insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-22 |
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