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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-11-03 |
| TX | RA | APPROVED | 2021-11-03 |
Branch Locations
116 Iverness Dr. E Suite 275, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Denver | CO | 07/1998 | 11/2021 |
| Planning Resources Inc | Denver | CO | 11/1999 | 11/2021 |
| Principal Securities Inc | Denver | CO | 03/2016 | 11/2021 |
| Sagepoint Financial, Inc | Englewood | CO | 11/2021 | 09/2023 |
| The Ameriflex Group, Inc. | Englewood | CO | 11/2021 | Present |
| Osaic Wealth, Inc. | Englewood | CO | 09/2023 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
1. THE AMERIFLEX GROUP, 8485 W. Sunset Rd., 204, Las Vegas NV 89113, United States, 06/27/2025, IAR, RIA Affiliation - other than CIRA, NIR, 10 HR/MO - 10 HR/MO TRADING 2. PLANNING RESOURCES, 116 Inverness Dr. East, Suite 275, Englewood CO 80112, United States, 06/27/2025, Owner, DBA Name, NIR, 160 HR/MO - 40 HR/MO TRADING 3. TAD LYLE INSURANCE AGENT, 116 Inverness Dr. East, Suite 275, Englewood CO 80112, United States, 06/27/2025, Agent, Insurance/Benefits/Human Resources, NIR, 20 HR/MO - 20 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-10-06 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
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