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Current Employers
The Ameriflex Group

8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-02
CA RA APPROVED 2020-04-22
  • TX RA
    APPROVED
    Since 2021-01-02
  • CA RA
    APPROVED
    Since 2020-04-22

Branch Locations

8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States

26565 West Agoura Road Suite 200, Calabasas, CA 91302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sii Investments, Inc. San Ramon CA 09/2008 11/2017
Sagepoint Financial, Inc Woodland Hills CA 11/2017 09/2023
The Ameriflex Group, Inc. Calabasas CA 04/2020 Present
Osaic Wealth, Inc. Calabasas CA 09/2023 06/2025
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
  • 09/2008 → 11/2017
    Sii Investments, Inc.
    San Ramon, CA
  • 11/2017 → 09/2023
    Sagepoint Financial, Inc
    Woodland Hills, CA
  • 04/2020 → Present
    The Ameriflex Group, Inc.
    Calabasas, CA
  • 09/2023 → 06/2025
    Osaic Wealth, Inc.
    Calabasas, CA
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
  • 2017-11-13 → 2020-09-15
    Osaic Services, Inc.
    Calabasas, CA
  • 2008-09-02 → 2017-11-13
    Sii Investments, Inc.
    Myrtle Beach, SC
    San Diego, CA
    San Ramon, CA
    Appleton, WI
    San Ramon, CA
    Woodlands Hill, CA
  • 2006-10-13 → 2008-12-31
    The Retirement Group
    San Diego, CA
  • 2006-07-12 → 2006-10-04
    Ssn Advisory, Inc.
    San Diego, CA
  • 2004-01-23 → 2006-08-28
    The Retirement Group
    San Diego, CA
Other Businesses

1. THE AMERIFLEX GROUP, 8485 W. Sunset Rd. #204, Las Vegas NV 89113, United States, 04/22/2020, IAR, RIA Affiliation - other than CIRA, NIR, 170 HR/MO - 100HR/MO TRADING 2. MONARCH WEALTH & RETIREMENT STRATEGIES, 26565 West Agoura Road, Calabasas CA 91302, United States, 05/17/2019, Owner, DBA Name, NIR, 160 HR/MO - 160HR/MO TRADING 3. SHAWN MCELDERRY, 26565 West Agoura Road, Suite 200, Calabasas CA 91302, United States, 06/30/2025, Owner, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 10HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-07-24
  • S66 Uniform Combined State Law Examination
    2000-07-24

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