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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_RES | 2021-11-12 |
| CA | RA | APPROVED | 2020-03-16 |
Branch Locations
2535 Townsgate Rd. Suite 203, Westlake Village, CA 91361 • 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 |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Thousand Oaks | CA | 03/2016 | 09/2023 |
| The Ameriflex Group, Inc. | Westlake Village | CA | 03/2020 | Present |
| Osaic Wealth, Inc. | Westlake Village | CA | 09/2023 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
1) THE AMERIFLEX GROUP, 2535 Townsgate Rd Suite 203, Westlake Village CA 91361, 06/2025, Investment Advisor Representative, DBA Name, NIR, 160 HR/MO, 120 HR/MO TRADING. 2) ARNOLD SAMUEL, 2535 Townsgate Rd Suite 203, Westlake Village CA 91361, 06/2025, Agent, Insurance/Benefits/Human Resources, NIR, 4 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-05 |
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