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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-04 |
| CA | RA | APPROVED | 2020-05-21 |
Branch Locations
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
2535 Townsgate Rd. Suite 203, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Westlake Village | CA | 10/2015 | 09/2023 |
| The Ameriflex Group, Llc | Westlake Village | CA | 05/2020 | Present |
| Osaic Wealth, Inc. | Westlake Village | CA | 09/2023 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
1) FINANCIAL TRANSITION PARTNERS, 2535 Townsgate Road, Suite 203, Westlake Village CA 91361, 06/2025, Fixed Insurance sales, Insurance/Benefits/Human Resources, NIR, 10 HR/MO, 10 HR/MO TRADING. 2) FINANCIAL TRANSITION PARTNERS, 2535 Townsgate Road, 203, Westlake Village CA 91361, 06/2025, DBA Name, NIR, 0 HR/MO, 0 HR/MO TRADING. 3) THE AMERIFLEX GROUP (TAG), 2535 Townsgate Road, 203, Westlake Village CA 91361, 08/2019, Investment Advisor Representative, RIA Affiliation - other than CIRA, NIR, 80 HR/MO, 80 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-07-09 |
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