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Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2023-05-03
TX RA APPROVED 2023-05-02
  • NM RA
    APPROVED
    Since 2023-05-03
  • TX RA
    APPROVED
    Since 2023-05-02

Branch Locations

5951 Jefferson Ct. Suite D, Alburquerque, NM 87109 • 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
Cambridge Investment Research, Inc Fairfield IA 05/2013 05/2023
Cambridge Investment Research Advisors, Inc. Fairfield IA 05/2013 05/2023
Sagepoint Financial, Inc. Albuquerque NM 05/2023 09/2023
The Ameriflex Group Las Vegas NV 05/2023 Present
Osaic Wealth, Inc. Albuquerque NM 09/2023 06/2025
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
  • 05/2013 → 05/2023
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 05/2013 → 05/2023
    Fairfield, IA
  • 05/2023 → 09/2023
    Sagepoint Financial, Inc.
    Albuquerque, NM
  • 05/2023 → Present
    Las Vegas, NV
  • 09/2023 → 06/2025
    Osaic Wealth, Inc.
    Albuquerque, NM
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
Other Businesses

1. KEVIN A. BROWN, 5951 Jefferson St NE, Suite D, Albuquerque NM 87109, United States, 06/01/2023, IAR, Employee, INV REL, 160 HR/MO - 160 HR/MO TRADING 2. AMERIFLEX GROUP IRIA, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 06/30/2025, Agent, DBA Name, INV REL, 180 HR/MO - 180 HR/MO TRADING 3. CHARLES STEPHEN, 5951 Jefferson St., Suite D, Albuquerque NM 87109, United States, 06/30/2025, Agent, DBA Name, INV REL, 140 HR/MO - 140 HR/MO TRADING 4. CPS ADVANTAGE, 12501 Seal Beach Blvd, Seal Beach CA 90740, United States, 06/27/2025, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 5 HR/MO TRADING 5. DMI, 50 Derby St, Suite 250, Hingham MA 02043, United States, 06/27/2025, Agent, Insurance/Benefits/Human Resources, NIR, 3 HR/MO - 3 HR/MO TRADING 6. TRULUMA, 1701 North 34th Street, Seattle WA 98103, United States, 06/27/2025, Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 2 HR/MO TRADING 7. WE OWN RENTAL PROPERTIES, 3509 Camino de la Sierra NE, Albuquerque NM 87111, United States, 06/24/2025, Owner, Real Estate, NIR, 1 HR/MO - 1 HR/MO TRADING

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-09-03
  • S63 Uniform Securities Agent State Law Examination
    1986-09-03
Designations

View on SEC IAPD

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