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Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-06-29
CA RA APPROVED 2021-11-11
TX RA APPROVED 2021-11-11
  • WA RA
    APPROVED
    Since 2026-06-29
  • CA RA
    APPROVED
    Since 2021-11-11
  • TX RA
    APPROVED
    Since 2021-11-11

Branch Locations

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

3 Pointe Drive, Suite 301, Brea, CA 92821 • United States

Bainbridge Island, WA • 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
Hornor Townsend & Kent, Inc Horsham PA 05/2001 11/2021
Penn Mutual Life Insurance Company Horsham PA 05/2001 Present
Sagepoint Financial, Inc. Brea CA 11/2021 09/2023
The Ameriflex Group, Inc. Brea CA 11/2021 Present
Osaic Wealth, Inc. Bainbridge Island WA 09/2023 07/2025
Cambridge Investment Research, Inc. Fairfield IA 07/2025 Present
  • 05/2001 → 11/2021
    Hornor Townsend & Kent, Inc
    Horsham, PA
  • 05/2001 → Present
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 11/2021 → 09/2023
    Sagepoint Financial, Inc.
    Brea, CA
  • 11/2021 → Present
    The Ameriflex Group, Inc.
    Brea, CA
  • 09/2023 → 07/2025
    Osaic Wealth, Inc.
    Bainbridge Island, WA
  • 07/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 07/2025 2) Summit Financial & Insurance Services, 3 Pointe Drive, Suite 302, Brea CA 92821, United States, 06/2025, Owner, Insurance/Benefits/Human Resources, NIR, Number of hours: 10, Securities trading hours: 10 3) The AmeriFlex Group, 8475 W Sunset Rd Suite 101, Las Vegas NV 89113, United States, 06/2025, Investment Advisor Representative, RIA Affiliation - other than CIRA, NIR, Number of hours: 80, Securities trading hours: 80

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-02-09
S63 Uniform Securities Agent State Law Examination 2000-08-04
  • S66 Uniform Combined State Law Examination
    2004-02-09
  • S63 Uniform Securities Agent State Law Examination
    2000-08-04

View on SEC IAPD

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