Kelly Jean Famiglietta

Current Employers

The Ameriflex Group

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

Current Registrations

Authority	Category	Status	Date
NM	RA	APPROVED	2021-02-01
TX	RA	APPROVED_RES	2021-01-29

NM RA
APPROVED

Since 2021-02-01
TX RA
APPROVED_RES

Since 2021-01-29

Branch Locations

5951 Jefferson Ct. Ne., Albuquerque, 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

Organization	City	State	From	To
Charles Stephen & Co.	Albuquerque	NM	05/1997	Present
Kestra Financial Services, Inc.	Austin	TX	04/2016	01/2021
Sagepoint Financial, Inc.	Albuquerque	NM	01/2021	09/2023
The Ameriflex Group	Albuquerque	NM	01/2021	Present
Osaic Wealth, Inc.	Albuquerque	NM	09/2023	06/2025
Cambridge Investment Research, Inc.	Fairfield	IA	06/2025	Present

05/1997 → Present

Charles Stephen & Co.

Albuquerque, NM
04/2016 → 01/2021

Kestra Financial Services, Inc.

Austin, TX
01/2021 → 09/2023

Sagepoint Financial, Inc.

Albuquerque, NM
01/2021 → Present

The Ameriflex Group

Albuquerque, NM
09/2023 → 06/2025

Osaic Wealth, Inc.

Albuquerque, NM
06/2025 → Present

Cambridge Investment Research, Inc.

Fairfield, IA

Previous Registrations

2016-04-26 → 2021-01-29

Kestra Advisory Services, Llc

Albuquerque, NM
2007-10-16 → 2016-09-22

Kestra Investment Services, Llc

Albuquerque, NM

Albuquerque, NM

Other Businesses

1. ASH BROKERAGE, 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 2 HR/MO TRADING 2. CNM FOUNDATION, 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO - 0 HR/MO TRADING 3. KELLY FAMIGLIETTA, 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, Agent, Insurance/Benefits/Human Resources, NIR, 4 HR/MO - 0 HR/MO TRADING 4. NDI NEW MEXICO, 4800 Central Ave SE, Albuquerque NM 87108, United States, 06/27/2025, Board Member, Arts/Performing Arts, NIR, 1 HR/MO - 0 HR/MO TRADING 5. NOTARY, 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, Notary, NIR, 1 HR/MO - 1 HR/MO TRADING 6. Retirement Advisor Council, 5951 Jefferson Street NE Ste D, Albuquerque, NM 87109, 06/2025, Committee Member, Volunteer, NIR, 1 HR/MO, 1 HR/MO TRADING 7. CHARLES STEPHEN AND COMPANY, INC., 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, W2 Employee, DBA Name, NIR, 20 HR/MO - 20 HR/MO TRADING 8. THE AMERIFLEX GROUP, 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, IAR, RIA Affiliation - other than CIRA, INV REL, 80 HR/MO - 80 HR/MO TRADING

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-10-05
S63	Uniform Securities Agent State Law Examination	1999-11-19

S66 Uniform Combined State Law Examination

2007-10-05
S63 Uniform Securities Agent State Law Examination

1999-11-19

Designations

Other Names

Kelly Jean Lyles
Kelly Jean Garcia
Kelly Jean Lyles

View on SEC IAPD