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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-07-16 |
| CA | RA | APPROVED | 2021-08-23 |
| TX | RA | APPROVED_RES | 2021-08-23 |
Branch Locations
6310 Greenwich Dr. Suite 205, Sandiego, CA 92122 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | San Diego | CA | 10/2001 | 03/2017 |
| Mml Investors Services, Llc | San Diego | CA | 03/2017 | 08/2021 |
| Massachusetts Mutual Life Insurance Company | San Diego | CA | 07/2016 | 08/2021 |
| Sagepoint Financial, Inc. | La Jolla | CA | 08/2021 | 09/2023 |
| The Ameriflex Group, Inc. | La Jolla | CA | 08/2021 | Present |
| Osaic Wealth, Inc. | La Jolla | CA | 09/2023 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
1) JAMES R. LINGELBACH, 6310 Greenwich Dr Suite 205, San Diego CA 92122, 06/2025, Agent, Insurance/Benefits/Human Resources, NIR, 1 HR/MO, 1 HR/MO TRADING. 2) CURO FINANCIAL PLANNING, LLC, 6310 Greenwich Drive, Suite 205, San Diego CA 92122, United States, 01/01/2026, President, DBA Name, NIR, 2 HR/MO - 2 HR/MO TRADING 3) CURO JRL, INC., 1640 JERRILYNN PL, 1640 Jerrilynn Pl, Encinitas CA 92024-4757, United States, 01/01/2026, President, Owner/Partner of a Business Entity, NIR, 2 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-10-10 |
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