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Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-11-03
TX RA APPROVED 2021-11-03
  • CO RA
    APPROVED
    Since 2021-11-03
  • TX RA
    APPROVED
    Since 2021-11-03

Branch Locations

116 Iverness Dr. E Suite 275, Englewood, CO 80112 • 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
Principal Life Insurance Company Denver CO 04/2006 11/2021
Planning Resources Inc Denver CO 06/2018 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
  • 04/2006 → 11/2021
    Principal Life Insurance Company
    Denver, CO
  • 06/2018 → 11/2021
    Planning Resources Inc
    Denver, CO
  • 03/2016 → 11/2021
    Denver, CO
  • 11/2021 → 09/2023
    Sagepoint Financial, Inc
    Englewood, CO
  • 11/2021 → Present
    The Ameriflex Group, Inc.
    Englewood, CO
  • 09/2023 → 06/2025
    Osaic Wealth, Inc.
    Englewood, CO
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
  • 2006-06-01 → 2021-11-09
    Denver, CO
    Des Moines, IA
    Denver, CO
    Denver, CO
    Denver, CO
  • 2004-02-25 → 2006-04-18
    Cetera Investment Services Llc
    Aurora, CO
    Denver, CO
    Englewood, CO
Other Businesses

1. THE AMERIFLEX GROUP, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 11/03/2021, Owner, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO - 100 HR/MO TRADING 2. PLANNING RESOURCES, INC, 116 Inverness Dr E, Ste #275, Englewood CO 80112, United States, 11/16/2016, Owner, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING 3. DUSTIN CARR, 116 Inverness Dr E, Ste #275, Englewood CO 80112, United States, 11/16/2016, Owner, Agent, INV REL, 160 HR/MO - 160 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-01
  • S66 Uniform Combined State Law Examination
    2002-11-01

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