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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-30 |
| NV | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-06-29 |
Branch Locations
3436 North Verdugo Road Suite 210, Glendale, CA 91208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Orange | CA | 04/2009 | 10/2017 |
| Securities America, Inc | Glendale | CA | 10/2017 | 06/2024 |
| Securities America Advisors | Glendale | CA | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Glendale | CA | 06/2024 | 06/2025 |
| The Ameriflex Group | Las Vegas | NV | 06/2025 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
1) GLENDALE AREA SCHOOLS CREDIT UNION, 1800 Broadview Dr., Glendale CA 91208, 05/2025, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 6 HR/MO, 0 HR/MO TRADING. 2) SINGLE-FAMILY HOME RENTALS, 2616 Sea Pine Ln., La Crescenta CA 91214, 05/2025, Owner, DBA Name, NIR, 2 HR/MO, 0 HR/MO TRADING. 3) THE AMERIFLEX GROUP, 3436 N Verdugo Rd STE 210, Glendale CA 91208, 05/2025, Investment Advisor under the Independent RIA of Ameriflex, Investment Advisory Services and Financial Planning, INV REL, 140 HR/MO, 120 HR/MO TRADING. 4) WORD AND BROWN (CHOICE BUILDER AND CALIFORNIA CHOICE), 2616 Sea Pine Ln., La Crescenta CA 91214, 05/2025, Agent, Insurance/Benefits/Human Resources, NIR, 6 HR/MO, 3 HR/MO TRADING. 5) PASADENA SENIOR CENTER, 85 E. Holly St., Pasadena, CA 91103, United States, 03/02/2026, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, INV REL, 4 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-06 |
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