Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
MICHAEL GLENN PASHAK
CRD#: 2857151
IA
Investment Adviser
B
Broker
THE AMERIFLEX GROUPCRD#: 305585 8475 W. SUNSET ROAD, SUITE 101
LAS VEGAS, NV 89113
OSAIC WEALTH, INC.CRD#: 23131 8475 W. SUNSET ROAD
SUITE 101
LAS VEGAS, NV 89113
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2010 - 2014 (4 years)2 FIRMS2014 - 2018 (3 years)IATHE AMERIFLEX GROUP (CRD# 305585)2020 - Present (5 years)BOSAIC WEALTH, INC. (CRD# 23131)2023 - Present (1 year)BSAGEPOINT FINANCIAL, INC. (CRD# 133763)2018 - 2023 (5 years)BLINCOLN FINANCIAL SECURITIES C... (CRD# 3870)2010 - 2010 (<1 year)BLPL FINANCIAL CORPORATION (CRD# 6413)2000 - 2010 (9 years)BWMA SECURITIES, INC. (CRD# 32625)1997 - 2000 (3 years)IASAGEPOINT FINANCIAL, INC. (CRD# 133763)2018 - 2020 (2 years)IAWEALTH PLANNING AND MANAGEMENT (CRD# 147087)2010 - 2013 (2 years)IALPL FINANCIAL CORPORATION (CRD# 6413)2001 - 2010 (8 years)
License(s)

State Registrations

B
Arizona 9/1/2023
B
Maryland 9/1/2023
B
California 9/1/2023
B
Massachusetts 9/1/2023
B
Florida 9/1/2023
IA
Nevada 3/16/2020
B
Idaho 9/1/2023
B
Nevada 9/1/2023
B
Kansas 9/1/2023
B
Wyoming 9/1/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
THE AMERIFLEX GROUP (CRD#:305585)
8475 W. SUNSET ROAD, SUITE 101, LAS VEGAS, NV 89113
Registered with this firm since 3/16/2020
B
OSAIC WEALTH, INC. (CRD#:23131)
8475 W. SUNSET ROAD SUITE 101, LAS VEGAS, NV 89113
Registered with this firm since 9/1/2023
Previous Registration(s)
th hidden textth hidden textNameLocation
B
 04/25/2018 - 09/01/2023 SAGEPOINT FINANCIAL, INC. (CRD#:133763) LAS VEGAS, NV
IA
 05/02/2018 - 05/19/2020 SAGEPOINT FINANCIAL, INC. (CRD#:133763) LAS VEGAS, NV
IA
 11/05/2014 - 05/07/2018 LPL FINANCIAL LLC (CRD#:6413) HENDERSON, NV
B
 10/24/2014 - 05/07/2018 LPL FINANCIAL LLC (CRD#:6413) HENDERSON, NV
IA
 09/27/2010 - 10/24/2014 WORLD EQUITY GROUP, INC. (CRD#:29087) LAS VEGAS, NV
B
 09/27/2010 - 10/24/2014 WORLD EQUITY GROUP, INC. (CRD#:29087) LAS VEGAS, NV
IA
 03/30/2010 - 02/20/2013 WEALTH PLANNING AND MANAGEMENT (CRD#:147087) LAS VEGAS, NV
B
 02/12/2010 - 09/29/2010 LINCOLN FINANCIAL SECURITIES CORPORATION (CRD#:3870) LAS VEGAS, NV
IA
 11/20/2001 - 02/23/2010 LPL FINANCIAL CORPORATION (CRD#:6413) HENDERSON, NV
B
 08/31/2000 - 02/23/2010 LPL FINANCIAL CORPORATION (CRD#:6413) HENDERSON, NV
B
 04/07/1997 - 11/16/2000 WMA SECURITIES, INC. (CRD#:32625) DULUTH, GA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.