Eric Tyson Bailey

Employer firm

The Ameriflex Group CRD 305585

$9.66B regulatory AUM 486 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → 09/2023
  Sagepoint Financial
  Tempe, AZ
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Tempe, AZ
• 12/2023 → Present
  The Ameriflex Group
  Las Vegas, NV
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2025 → Present
  Momentum Financial Partners
  Tempe, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-12-07
• S63 Uniform Securities Agent State Law Examination
  2004-09-28

Other Names

• Eric Tyson Bailey