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Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2020-09-22
  • CO RA
    APPROVED
    Since 2020-09-22

Branch Locations

9364 Teddy Lane Unit 102, Lone Tree, CO 80124 • United States

8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • 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
Metlife Securities Inc. Greenwood Village CO 01/2015 03/2017
Mml Investors Services, Llc Greenwood Village CO 03/2017 10/2019
Massmutual Life Insurance Company Greenwood Village CO 07/2016 10/2019
Sagepoint Financial, Inc. Lone Tree CO 11/2019 09/2023
The Ameriflex Group, Inc. Lone Tree CO 09/2020 Present
Osaic Wealth, Inc. Lone Tree CO 09/2023 06/2025
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
  • 01/2015 → 03/2017
    Metlife Securities Inc.
    Greenwood Village, CO
  • 03/2017 → 10/2019
    Greenwood Village, CO
  • 07/2016 → 10/2019
    Massmutual Life Insurance Company
    Greenwood Village, CO
  • 11/2019 → 09/2023
    Sagepoint Financial, Inc.
    Lone Tree, CO
  • 09/2020 → Present
    The Ameriflex Group, Inc.
    Lone Tree, CO
  • 09/2023 → 06/2025
    Osaic Wealth, Inc.
    Lone Tree, CO
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
  • 2019-11-04 → 2020-12-17
    Osaic Services, Inc.
    Las Vegas, NV
    Lone Tree, CO
    Lone Tree, CO
  • 2017-03-25 → 2019-11-14
    Greenwood Village, CO
  • 2015-01-02 → 2017-03-25
    Msi Financial Services, Inc.
    Greenwood Village, CO
  • 2013-03-21 → 2015-01-02
    New England Securities
    Greenwood Village, CO
  • 2007-05-23 → 2013-03-26
    Colorado Springs, CO
    Lakewood, CO
  • 2006-04-21 → 2007-01-24
    Lakewood, CO
    Denver, CO
Other Businesses

1) MCCONNELL WEALTH PARTNERS, 9364 Teddy Lane, Ste 102, Lone Tree CO 80124, 06/2025, Owner, DBA Name, INV REL, 160 HR/MO, 160 HR/MO TRADING. 2) THE AMERIFLEX GROUP, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, 06/2025, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO, 100 HR/MO TRADING. 3) MWP FIXED INSURANCE, 9364 TEDDY LN, STE 102, Lone Tree CO 80124, 06/2025, Agent, Insurance/Benefits/Human Resources, INV REL, 100 HR/MO, 80 HR/MO TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-19
  • S66 Uniform Combined State Law Examination
    2006-04-19
Other Names
  • Brian T. Mcconnell

View on SEC IAPD

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