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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-19 |
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