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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-23 |
| TX | RA | APPROVED | 2021-08-20 |
Branch Locations
6310 Greenwich Dr. Suite 205, Sandiego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | San Diego | CA | 07/2013 | 03/2017 |
| Mml Investors Services, Llc | San Diego | CA | 03/2017 | 08/2021 |
| Massachusetts Mutual Life Insurance Company | San Diego | CA | 07/2016 | 08/2021 |
| Sagepoint Financial, Inc. | La Jolla | CA | 08/2021 | 09/2023 |
| The Ameriflex Group, Inc. | La Jolla | CA | 08/2021 | Present |
| Osaic Wealth, Inc. | La Jolla | CA | 09/2023 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
1. CV FINANCIAL PLANNING AND INVESTMENTS, San Diego CA 92104, United States, Owner, 01/01/2025, Owner, DBA Name, NIR, 2 HR/MO - 0 HR/MO TRADING 2. FINANCIAL LITERACY COACH, San Diego CA 92104, United States, 05/01/2025, Coach, Consulting/Coaching, NIR, 3 HR/MO - 0 HR/MO TRADING 3. THE AMERIFLEX GROUP, Las Vegas NV 89113, United States, 05/01/2025, Shareholder, RIA Affiliation - other than CIRA, NIR, 0 HR/MO - 0 HR/MO TRADING 4. MASSMUTUAL, 6310 Greenwich Drive, 205, San Diego CA 92122, United States, 06/30/2025, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 0 HR/MO TRADING 5. CV FINANCIAL PLANNING AND INVESTMENTS, 6310 Greenwich Drive, Ste 205, San Diego CA 92104, United States, 01/2025, Owner, DBA Name, NIR, 2 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-11 |
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