Kyle John Saenz

Current Employers

Employment History

• 08/2007 → 08/2018
  Wells Fargo Bank
  Long Beach /Rancho Palos Verdes, CA
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Long Beach, CA
• 11/2016 → 08/2018
  Wells Fargo Clearing Services, Llc
  Long Beach, CA
• 09/2018 → 09/2023
  Sagepoint Financial, Inc.
  San Pedro, CA
• 04/2020 → Present
  The Ameriflex Group, Inc.
  San Pedro, CA
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  San Pedro, CA
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2018-09-07 → 2020-09-15
  Osaic Services, Inc.
  San Pedro, CA
  San Pedro, CA
  Santa Barbara, CA
• 2011-01-03 → 2018-08-22
  Wells Fargo Clearing Services, Llc
  Long Beach, CA
  Torrance, CA
  Torrance, CA
  El Segundo, CA
  El Segundo, CA
  Lomita, CA
  Torrance, CA
  Torrance, CA
  El Segundo, CA
• 2009-01-19 → 2011-01-03
  Wells Fargo Investments, Llc
  Long Beach, CA
  Rancho Palos Verdes, CA

Other Businesses

1. KSMR INVESTMENTS, 145 W. Broadway Ave, Long Beach CA 90802, United States, 10/01/2022, President, DBA Name, NIR, 1 HR/MO - 1 HR/MO TRADING 2. RENTAL INCOME, 3315 3317 E. Ransom st., Long Beach CA 90804, United States, 05/01/2021, Owner, Real Estate, NIR, 0 HR/MO - 0 HR/MO TRADING 3. MONARCH WEALTH & RETIREMENT STRATEGIES, 145 W. Broadway Ave, Long Beach CA 90802, United States, 08/05/2020, IAR, DBA Name, INV REL, 40 HR/MO -40 HR/MO TRADING 4. THE AMERIFLEX GROUP, 8485 W. Sunset Rd, Las Vegas NV 89113, United States, 06/03/2021, Investor, Shareholder, NIR, 0 HR/MO - 0 HR/MO TRADING 5. THE AMERIFLEX GROUP RIA, 8485 W. Sunset Rd, Suite 204, Las Vegas NV 89113, United States, 04/23/2020, IAR, RIA Affiliation - other than CIRA, INV REL, 160 HR/MO - 80 HR/MO TRADING 6. KYLE SAENZ, 145 W. Broadway Ave, Long Beach CA 90802, United States, 09/06/2018, Agent, Insurance/Benefits/Human Resources, INV REL, 10 HR/MO - 10 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2009-01-16