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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-29 |
| CA | RA | APPROVED | 2021-11-11 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-04 |
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