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David Richard Ojerholm

The Ameriflex Group

Worchester, MA

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Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-09-24
  • MA RA
    APPROVED
    Since 2024-09-24

Branch Locations

333 Shrewsbury Street, Worchester, MA 01604 • 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
Cssc Brokerage Services, Inc. Worcester MA 09/2007 09/2016
Cssc Investment Advisory Services, Inc. Worcester MA 12/2004 09/2016
Msi Financial Services, Inc Worcester MA 08/2016 03/2017
Mml Investors Services, Llc Worcester MA 03/2017 02/2018
Massmutual Life Insurance Company Worcester MA 07/2016 02/2018
Lpl Financial, Llc Waltham MA 02/2018 08/2024
Integrated Wealth Concepts Llc Waltham MA 02/2018 08/2024
Osaic Worcester MA 08/2024 06/2025
The Ameriflex Group Las Vegas NV 08/2024 Present
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
  • 09/2007 → 09/2016
    Cssc Brokerage Services, Inc.
    Worcester, MA
  • 12/2004 → 09/2016
    Cssc Investment Advisory Services, Inc.
    Worcester, MA
  • 08/2016 → 03/2017
    Msi Financial Services, Inc
    Worcester, MA
  • 03/2017 → 02/2018
    Worcester, MA
  • 07/2016 → 02/2018
    Massmutual Life Insurance Company
    Worcester, MA
  • 02/2018 → 08/2024
    Lpl Financial, Llc
    Waltham, MA
  • 02/2018 → 08/2024
    Waltham, MA
  • 08/2024 → 06/2025
    Osaic
    Worcester, MA
  • 08/2024 → Present
    Las Vegas, NV
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
Other Businesses

1) 333 INVESTMENT PARTNERS LLC, 333 SOUTHWEST CUTOFF, NORTHBORO MA 01532, United States, OWNER, REAL ESTATE, NIR, 0 HR/MO - 0 HR/MO TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-27
  • S66 Uniform Combined State Law Examination
    2007-11-27

View on SEC IAPD

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