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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-26 |
Branch Locations
2021 Las Positas Ct. Suite 165, Livermore, CA 94551 • United States
750 Menllo Ave. Suite 200, Menllo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuesta College | San Luis Obispo | CA | 08/2014 | 05/2017 |
| Foothill Securities Inc. | Santa Clara | CA | 06/2013 | 12/2016 |
| Menlo College | Atherton | CA | 08/2017 | 12/2019 |
| Alameda County Fair | Pleasanton | CA | 06/2018 | 07/2018 |
| Bulldog Sports And Fitness | Atherton | CA | 09/2018 | 12/2018 |
| Shake Shack | Palo Alto | CA | 12/2018 | 03/2019 |
| Red Robin | Pleasanton | CA | 04/2019 | 05/2020 |
| Doordash | San Francisco | CA | 06/2017 | 07/2017 |
| Thrivent Investment Management Inc | Scottsdale | AZ | 04/2020 | 10/2020 |
| Thrivent Financial | Appleton | WI | 08/2020 | 10/2020 |
| Fidelity Investments | San Francisco | CA | 12/2020 | 01/2023 |
| Securities America, Inc. | Livermore | CA | 02/2023 | 06/2024 |
| Securities America Advisors | Livermore | CA | 02/2023 | 06/2024 |
| Osaic Wealth, Inc. | Livermore | CA | 06/2024 | 09/2025 |
| Osaic Wealth, Inc. | Livermore | CA | 06/2024 | 09/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2025 | Present |
| The Ameriflex Group | Las Vegas | NV | 09/2025 | Present |
| The Ameriflex Group | Las Vegas | NV | 09/2025 | Present |
1. NOTARY PUBLIC, 2021 Las Positas Ct, Ste 165, Livermore CA 94551, United States, 09/23/2021, Notary Public, Notary, NIR, 2 HR/MO - 1 HR/MO TRADING 2. SIX WILLOW LANE REALTY LLC, Hampton NH 03842, United States, 10/19/2023, Managing Partner, Real Estate, INV REL, 5 HR/MO - 0 HR/MO TRADING 3. THE AMERIFLEX GROUP - RIA, 8475 W. Sunset Road, Suite 101, Las Vegas NV 89113, United States, 09/26/2025, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 160 HR/MO - 120 HR/MO TRADING 4. SIX WILLOW LANE REALTY LLC, Hampton NH 03842, United States, 10/19/2023, Managing Partner, Real Estate, INV REL, 5 HR/MO - 0 HR/MO TRADING 5. CAPITAL INSIGHT FINANCIAL GROUP, 2021 Las Positas Ct, Ste 165, Livermore CA 94551, United States, 01/17/2023, W2 Employee, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-07 |
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