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Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-03-31
NY RA APPROVED 2026-03-31
  • NJ RA
    APPROVED
    Since 2026-03-31
  • NY RA
    APPROVED
    Since 2026-03-31

Branch Locations

116 Ramapo Valley, Mahwah, NJ 07430 • United States

8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • 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
Northeast Securities, Inc. Port Chester NY 04/1997 01/2018
Cadaret, Grant & Co., Inc. Mahwah NJ 01/2018 07/2025
Lpl Financial Llc Mahwah NJ 07/2025 03/2026
Cambridge Investment Research, Inc. Fairfield IA 03/2026 Present
The Ameriflex Group Las Vegas NV 03/2026 Present
  • 04/1997 → 01/2018
    Northeast Securities, Inc.
    Port Chester, NY
  • 01/2018 → 07/2025
    Cadaret, Grant & Co., Inc.
    Mahwah, NJ
  • 07/2025 → 03/2026
    Mahwah, NJ
  • 03/2026 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 03/2026 → Present
    Las Vegas, NV
Previous Registrations
  • 2025-07-10 → 2026-04-27
    Mahwah, NJ
    New Paltz, NY
  • 2018-01-18 → 2025-07-10
    Cadaret, Grant & Co., Inc.
    Mahwah, NJ
    New Paltz, NY
    Syracuse, NY
    Syracuse, NY
    Little Silver, NJ
    New Paltz, NY
    Syracuse, NY
Other Businesses

1) The Ameriflex Group, 116 Ramapo Valley Rd., Mahwah NJ 07430, 04/2026, Investment Advisor Representative, RIA affiliation (other than CIRA), INV REL, 160 HR/MO, 100 HR/MO TRADING 2) Barrese Asset Management, 116 Ramapo Valley Rd., Mahwah NJ 07430, 04/2026, Investment Advisor Representative, DBA name, INV REL, 160 HR/MO, 100 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-20
S63 Uniform Securities Agent State Law Examination 1989-03-23
  • S66 Uniform Combined State Law Examination
    2017-06-20
  • S63 Uniform Securities Agent State Law Examination
    1989-03-23

View on SEC IAPD

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