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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 | 2021-11-03 |
Branch Locations
116 Iverness Dr. E Suite 275, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Financial | Denver | CO | 12/2010 | 04/2018 |
| Princor | Denver | CO | 12/2010 | 04/2018 |
| Principal Securities | Denver | CO | 04/2018 | 11/2021 |
| Planning Resources, Inc. | Denver | CO | 10/2018 | 11/2021 |
| Sagepoint Financial, Inc | Englewood | CO | 11/2021 | 09/2023 |
| The Ameriflex Group, Inc. | Englewood | CO | 11/2021 | Present |
| Osaic Wealth, Inc. | Englewood | CO | 09/2023 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2025 | Present |
| Planning Resources, Inc. | Englewood | CO | 06/2025 | Present |
1) PLANNING RESOURCES, INC., 116 Inverness Dr E, Suite 275, ENGLEWOOD CO 80112, 04/2018, Registered Assistant, DBA Name, NIR, 160 HR/MO, 160 HR/MO TRADING. 2) THE AMERIFLEX GROUP IRIA, 8475 W Sunset Rd, Suite 101, Las Vegas CO 89113, 11/2021, Registered Assistant, RIA Affiliation - other than CIRA, INV REL, 160 HR/MO, 160 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-24 |
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