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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 | 2020-07-09 |
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 |
|---|---|---|---|---|
| Financial Transition Partners | Westlake Village | CA | 11/2015 | Present |
| Sagepoint Financial, Inc. | Westlake Village | CA | 05/2019 | 09/2023 |
| The Ameriflex Group, Inc. | Westlake Village | CA | 07/2020 | Present |
| Osaic Wealth, Inc. | Westlake Village | CA | 09/2023 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
1) THE AMERIFLEX GROUP, 8475 W. Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 07/2019, RIA AFFILIATION, INV REL, 170 HR/MO - 100 HR/MO TRADING. 2) FINANCIAL TRANSITION PARTNERS DBA, 535 Townsgate Rd Ste 203, Westlake Village CA 91361, 07/2025, Owner, DBA Name, INV REL, 170 HR/MO, 100 HR/MO TRADING. 3) FINANCIAL TRANSITION PARTNERS, 2535 Townsgate Rd, Ste 203, Westlake Village CA 91361, United States, 07/07/2025, Agent, Insurance/Benefits/Human Resources, NIR, 40 HR/MO, 10 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-30 |
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