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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-11 |
Branch Locations
60 East Rio Salado Parkway Suite 1201, Tempe, AZ 85281 • United States
1 disclosure category 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 | Tempe | AZ | 03/2011 | 09/2023 |
| Osaic Wealth, Inc. | Tempe | AZ | 09/2023 | 06/2025 |
| The Ameriflex Group | Las Vegas | NV | 12/2023 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
| Momentum Financial Partners | Tempe | AZ | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-28 |
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