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Detailed Report
LAWRENCE PAUL PURCELL
LARRY PURCELL
CRD#: 4191573
IA
Investment Adviser
B
Broker
THE AMERIFLEX GROUPCRD#: 305585 Boise, ID
OSAIC WEALTH, INC.CRD#: 23131 4696 W. OVERLAND ROAD
SUITE 221
BOISE, ID 83705
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2000 - 2005 (5 years)2 FIRMS2005 - 2015 (10 years)IATHE AMERIFLEX GROUP (CRD# 305585)2020 - Present (5 years)BOSAIC WEALTH, INC. (CRD# 23131)2023 - Present (1 year)BSAGEPOINT FINANCIAL, INC. (CRD# 133763)2015 - 2023 (7 years)IASAGEPOINT FINANCIAL, INC. (CRD# 133763)2015 - 2020 (4 years)
License(s)

State Registrations

IA
California 2/7/2020
IA
Idaho 12/5/2022
B
California 9/1/2023
B
Idaho 9/1/2023
B
Florida 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)
Boise, ID
Registered with this firm since 2/7/2020
B
OSAIC WEALTH, INC. (CRD#:23131)
4696 W. OVERLAND ROAD SUITE 221, BOISE, ID 83705
Registered with this firm since 9/1/2023
Previous Registration(s)
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B
 12/17/2015 - 09/01/2023 SAGEPOINT FINANCIAL, INC. (CRD#:133763) BOISE, ID
IA
 12/17/2015 - 05/19/2020 SAGEPOINT FINANCIAL, INC. (CRD#:133763) BOISE, ID
IA
 12/05/2005 - 12/28/2015 INVESTORS CAPITAL ADVISORY (CRD#:30613) SAN LUIS OBISPO, CA
B
 12/05/2005 - 12/28/2015 INVESTORS CAPITAL CORP. (CRD#:30613) SAN LUIS OBISPO, CA
IA
 07/20/2000 - 12/06/2005 WADDELL & REED, INC. (CRD#:866) PEORIA, AZ
B
 06/28/2000 - 12/06/2005 WADDELL & REED, INC. (CRD#:866) OVERLAND PARK, KS
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.