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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-07 |
| AZ | RA | APPROVED | 2019-12-18 |
Branch Locations
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
60 East Rio Salado Parkway Suite 1201, Tempe, AZ 85281 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Scottsdale | AZ | 04/2009 | 09/2023 |
| Osaic Wealth, Inc. | Tempe | AZ | 09/2023 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
| The Ameriflex Group, Inc. | Tempe | AZ | 11/2019 | Present |
1) AMERIFLEX GROUP, 8475 W Sunset Road, STE 101, Las Vegas NV 89113, United States, 07/2019, RIA AFFILIATION, INV REL, 160 HR/MO - 100 HR/MO TRADING. 2) MOMENTUM FINANCIAL PARTNERS, 60 E. Rio Salado Pkwy, STE 1201, Tempe AZ 85281, United States, 10/2010, OWNER, DBA NAME, INV REL, 160 HR/MO - 100 HR/MO TRADING. 3) MOMENTUM FINANCIAL PARTNERS, 60 E. Rio Salado Pkwy, STE 1201, Tempe AZ 85281, United States, 12/01/2025, Investment Advisor Representative, Legal Services, NIR, 15 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-19 |
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