Lawrence Paul Purcell

Current Employers

Employment History

• 08/2000 → Present
  Various Insurance Carriers
  San Luis Obispo, CA
• 02/2006 → Present
  Lawrence Purcell Financial Advocate
  Surprise, AZ
• 12/2015 → 09/2023
  Sagepoint Financial, Inc.
  San Luis Obispo, CA
• 02/2020 → Present
  The Ameriflex Group, Inc.
  Boise, ID
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Boise, ID
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2015-12-17 → 2020-05-19
  Osaic Services, Inc.
  San Luis Obispo, CA
  Santa Barbara, CA
  Boise, ID
• 2005-12-05 → 2015-12-28
  Investors Capital Corp.
  Lynnfield, MA
  Coto De Caza, CA
  Avila Beach, CA
  Saratoga, CA
  Avila Beach, CA
  San Luis Obispo, CA
  Campbell, CA
  Lynnfield, MA
  Surprise, AZ
• 2000-07-20 → 2005-12-06
  Waddell & Reed
  Peoria, AZ

Other Businesses

1) AMERIFLEX FINANCIAL SERVICES, 4696 W. Overland Rd #221, BOISE ID 83716-8716, 07/2025, Agent, Insurance/Benefits/Human Resources, NIR, 20 HR/MO, 10 HR/MO TRADING. 2) THE AMERIFLEX GROUP, 8475 W. Sunset Rd #101, Las Vegas NV 89113, 06/2025, Shareholder, RIA Affiliation - other than CIRA, NIR, 100 HR/MO, 50 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2000-07-12

Designations

Other Names

• Larry Purcell