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Current Employers
The Ameriflex Group

8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-11-12
TX RA APPROVED 2021-11-11
  • CA RA
    APPROVED
    Since 2021-11-12
  • TX RA
    APPROVED
    Since 2021-11-11

Branch Locations

3 Pointe Drive, Suite 302, Brea, CA 92821 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Penn Mutual Life Insurance Horsham PA 08/2017 Present
Ihs Market Andover MA 03/2017 06/2017
Umass Lowell Lowell MA 09/2013 12/2017
Hornor Townsend & Kent Inc Horsham PA 11/2017 11/2021
Sagepoint Financial, Inc. Brea CA 11/2021 09/2023
The Ameriflex Group, Inc. Brea CA 11/2021 Present
Osaic Wealth, Inc. Brea CA 09/2023 07/2025
Cambridge Investment Research, Inc. Fairfield IA 07/2025 Present
  • 08/2017 → Present
    Penn Mutual Life Insurance
    Horsham, PA
  • 03/2017 → 06/2017
    Ihs Market
    Andover, MA
  • 09/2013 → 12/2017
    Umass Lowell
    Lowell, MA
  • 11/2017 → 11/2021
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 11/2021 → 09/2023
    Sagepoint Financial, Inc.
    Brea, CA
  • 11/2021 → Present
    The Ameriflex Group, Inc.
    Brea, CA
  • 09/2023 → 07/2025
    Osaic Wealth, Inc.
    Brea, CA
  • 07/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
Other Businesses

1) RAZ BRACHA, 3759 Locust Avenue, LONG BEACH CA 90807, 05/2018, Owner, Real Estate, NIR, 5 HR/MO, 0 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 07/2025 3) The AmeriFlex Group, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 11/2021, Owner, RIA Affiliation - other than CIRA, Investment Related, Number of hours: 170, Securities trading hours: 100 4) SUMMIT FINANCIAL & INSURANCE SERVICES LLC, 3 Pointe Dr. Suite 302, Brea CA 92821-7604, United States, 01/01/2025, Owner, DBA Name, NIR, 160 HR/MO - 160 HR/MO TRADING 5) HURLEY INVESTMENT MANAGEMENT, LLC, 3 Pointe Dr. Suite 302, Brea CA 92821, United States, 07/03/2025, Owner, DBA Name, NIR, 40 HR/MO - 40 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-01
  • S66 Uniform Combined State Law Examination
    2019-02-01
Designations

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