Cindy Jane Bryant

Employer firm

The Ameriflex Group CRD 305585

$9.66B regulatory AUM 486 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 09/2023
  Sagepoint Financial, Inc
  Scottsdale, AZ
• 11/2019 → Present
  The Ameriflex Group, Inc.
  Tempe, AZ
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Tempe, AZ
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2024-02-07 → 2025-07-09
  Osaic Wealth, Inc.
  Tempe, AZ
• 2010-10-12 → 2020-05-19
  Osaic Services, Inc.
  Phoenix, AZ
  Chandler, AZ
  Tempe, AZ
  Scottsdale, AZ
• 2006-03-16 → 2010-11-29
  Rg Advisor Group
  Scottsdale, AZ

Other Businesses

1) THE AMERIFLEX GROUP, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 08/2019, RIA AFFILIATION, INV REL, 100 HR/MO - 35 HR/MO TRADING. 2) MOMENTUM FINANCIAL PARTNERS, 60 E Rio Salado Parkway, Suite 1201, Tempe AZ 85281, United States, 10/2010, OWNER, DBA NAME, INV REL, 100 HR/MO - 35 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-13
• S63 Uniform Securities Agent State Law Examination
  1996-05-17

Other Names

• Cindy J Lee