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Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-03-04
  • FL RA
    APPROVED
    Since 2022-03-04

Branch Locations

Punta Gorda, FL • 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
Royal Securities Co. Grandville MI 01/2012 11/2016
Regulus Advisors Llc Kentwood MI 01/2017 08/2017
Regal Investment Advisors, Llc Kentwood MI 01/2017 08/2017
Homemaker Grand Rapids MI 08/2017 06/2018
Summit Brokerage Services, Inc. Boca Raton FL 06/2018 08/2018
Summit Financial Group Inc Boca Raton FL 06/2018 08/2018
Homemaker Grand Rapids MI 08/2018 01/2019
Summit Brokerage Services, Inc. Boca Raton FL 01/2019 09/2019
Summit Financial Group Inc Boca Raton FL 09/2019 05/2021
Cetera Advisor Networks Llc El Segundo CA 01/2019 02/2022
Sagepoint Financial, Inc. Delray Beach FL 02/2022 09/2023
The Ameriflex Group, Inc. Delray Beach FL 02/2022 Present
Osaic Wealth, Inc. Delray Beach FL 09/2023 06/2025
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
The Ameriflex Group Las Vegas NV 06/2025 Present
  • 01/2012 → 11/2016
    Royal Securities Co.
    Grandville, MI
  • 01/2017 → 08/2017
    Regulus Advisors Llc
    Kentwood, MI
  • 01/2017 → 08/2017
    Regal Investment Advisors, Llc
    Kentwood, MI
  • 08/2017 → 06/2018
    Homemaker
    Grand Rapids, MI
  • 06/2018 → 08/2018
    Summit Brokerage Services, Inc.
    Boca Raton, FL
  • 06/2018 → 08/2018
    Summit Financial Group Inc
    Boca Raton, FL
  • 08/2018 → 01/2019
    Homemaker
    Grand Rapids, MI
  • 01/2019 → 09/2019
    Summit Brokerage Services, Inc.
    Boca Raton, FL
  • 09/2019 → 05/2021
    Summit Financial Group Inc
    Boca Raton, FL
  • 01/2019 → 02/2022
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 02/2022 → 09/2023
    Sagepoint Financial, Inc.
    Delray Beach, FL
  • 02/2022 → Present
    The Ameriflex Group, Inc.
    Delray Beach, FL
  • 09/2023 → 06/2025
    Osaic Wealth, Inc.
    Delray Beach, FL
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2025 → Present
    Las Vegas, NV
Previous Registrations
Other Businesses

1) THE AMERIFLEX GROUP, 8475 W. Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 06/2025, IAR, NIR, 160 HR/MO - 160 HR/MO TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-13
S63 Uniform Securities Agent State Law Examination 2012-03-07
S66 Uniform Combined State Law Examination 2007-11-26
  • S65 Uniform Investment Adviser Law Examination
    2019-09-13
  • S63 Uniform Securities Agent State Law Examination
    2012-03-07
  • S66 Uniform Combined State Law Examination
    2007-11-26
Other Names
  • Mendy Vanwieren
  • Mendy Ann Morgan
  • Mendy Ann Morgan
  • Mendy Ann Reed
  • Mendy Ann Reed
  • Mendy Ann Morgan
  • Mendy Ann Vanwieren
  • Mendy A Reed
  • Mendy A Morgan

View on SEC IAPD

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