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Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-02-26
  • CO RA
    APPROVED
    Since 2025-02-26

Branch Locations

116 Iverness Dr East Suite 430, Englewood, CO 80112 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ersi Wealth Management Centennial CO 11/2023 Present
Orthofi Denver CO 09/2018 11/2023
Solem, Harris, & Mckinley P.C. Englewood CO 12/2017 09/2018
Bond & Morris P.C. Denver CO 05/2017 12/2017
University Of Colorado Call Center Boulder CO 09/2016 11/2016
University Of Colorado Boulder CO 08/2013 05/2017
Osaica Wealth Inc Centennial CO 10/2024 06/2025
The Ameriflex Group Las Vegas NV 02/2025 Present
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
  • 11/2023 → Present
    Ersi Wealth Management
    Centennial, CO
  • 09/2018 → 11/2023
    Orthofi
    Denver, CO
  • 12/2017 → 09/2018
    Solem, Harris, & Mckinley P.C.
    Englewood, CO
  • 05/2017 → 12/2017
    Bond & Morris P.C.
    Denver, CO
  • 09/2016 → 11/2016
    University Of Colorado Call Center
    Boulder, CO
  • 08/2013 → 05/2017
    University Of Colorado
    Boulder, CO
  • 10/2024 → 06/2025
    Osaica Wealth Inc
    Centennial, CO
  • 02/2025 → Present
    Las Vegas, NV
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Other Businesses

1) THE AMERIFLEX GROUP, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 06/2025, IAR, INV REL, 170 HR/MO - 100 HR/MO TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-24
  • S66 Uniform Combined State Law Examination
    2025-02-24
Designations

View on SEC IAPD

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