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The Ameriflex Group CRD 305585
$9.66B regulatory AUM 486 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-03-07 |
Branch Locations
16220 N. Scottsdale Rd Suite 208, Phoenix, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Phoenix | AZ | 11/2017 | 01/2021 |
| Principal Securities Inc | Phoenix | AZ | 11/2017 | 11/2023 |
| Pima County Assessor's Office | Tucson | AZ | 05/2013 | 11/2017 |
| Osaic | Scottsdale | AZ | 11/2023 | 06/2025 |
| The Ameriflex Group | Las Vegas | NV | 11/2023 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
| Epic Holistic Partners | Scottsdale | AZ | 06/2025 | Present |
1. BOWER INSURANCE GROUP, 7920 West Kimberly Way, Glendale AZ 85308, United States, 07/2025, OWNER, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 80 HR/MO - 80 HR/MO TRADING. 2. KKBOWER LLC, 16220 N Scottsdale Road, Suite 208, Scottsdale AZ 85308, United States, 07/2025, OWNER, NIR, 80 HR/MO - 80 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-08 |
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