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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-07 |
| AZ | RA | APPROVED | 2019-12-18 |
Branch Locations
60 East Rio Salado Parkway Suite 1201, Tempe, AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Momentum Financial Partners | Tempe | AZ | 05/2015 | Present |
| The Ameriflex Group, Inc. | Tempe | AZ | 11/2019 | Present |
| Osaic Wealth, Inc. | Tempe | AZ | 09/2023 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
| Momentum Financial Partners | Tempe | AZ | 06/2025 | Present |
1) MOMENTUM FINANCIAL PARTNERS, 60 E Rio Salado Parkway, Suite 1201, Tempe AZ 85281, 06/2025, W2 Employee, Paraplanning, INV REL, 160 HR/MO, 100 HR/MO TRADING. 2) THE AMERIFLEX GROUP, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, 06/2025, RIA Affiliation, INV REL, 170 HR/MO, 120 HR/MO TRADING. 3) THE AMERIFLEX GROUP, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, 06/2025, Investor, Passive owner, NIR, 0 HR/MO, 0 HR/MO TRADING. 4) MOMENTUM FINANCIAL PARTNERS, 60 E Rio Salado Parkway, Suite 1201, Tempe AZ 85281, United States, START DATE 01/2026, Agent, Legal Services, NIR, HR/MO 15, HR/MO TRADING 15
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-15 |
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