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Brandon Michael Kaplan

The Ameriflex Group

Las Vegas, NV

Scottsdale, AZ

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Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-06-26
  • AZ RA
    APPROVED
    Since 2024-06-26

Branch Locations

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

16220 N. Scottsdale Rd Suite 208, Scottsdale, AZ 85254 • 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
Assetmark Financial Concord CA 05/2015 06/2017
Assetmark Brokerage, Llc Concord CA 05/2015 06/2017
Assetmark Brokerage, Llc. Phoenix AZ 06/2017 01/2019
Assetmark Financial Phoenix AZ 06/2017 01/2019
Assetmark, Inc. Phoenix, Az AZ 01/2019 09/2022
Paradise Valley Wealth Management Paradise Valley AZ 09/2022 Present
Liqd Investments Scottsdale AZ 09/2022 Present
Woodbury Financial Services Inc Scottsdale AZ 09/2022 05/2023
Osaic Wealth, Inc. Scottsdale AZ 06/2024 06/2025
The Ameriflex Group Las Vegas NV 06/2024 Present
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
  • 05/2015 → 06/2017
    Assetmark Financial
    Concord, CA
  • 05/2015 → 06/2017
    Assetmark Brokerage, Llc
    Concord, CA
  • 06/2017 → 01/2019
    Assetmark Brokerage, Llc.
    Phoenix, AZ
  • 06/2017 → 01/2019
    Assetmark Financial
    Phoenix, AZ
  • 01/2019 → 09/2022
    Assetmark, Inc.
    Phoenix, Az, AZ
  • 09/2022 → Present
    Paradise Valley Wealth Management
    Paradise Valley, AZ
  • 09/2022 → Present
    Liqd Investments
    Scottsdale, AZ
  • 09/2022 → 05/2023
    Woodbury Financial Services Inc
    Scottsdale, AZ
  • 06/2024 → 06/2025
    Osaic Wealth, Inc.
    Scottsdale, AZ
  • 06/2024 → Present
    The Ameriflex Group
    Las Vegas, NV
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
  • 2022-11-15 → 2023-05-25
    Woodbury Financial Services, Inc.
    Scottsdale, AZ
Other Businesses

1) THE AMERIFLEX GROUP, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 07/2024, IAR, INV REL, 170 HR/MO - 100 HR/MO TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-15
  • S66 Uniform Combined State Law Examination
    2022-11-15
Designations
Other Names
  • Brandon Kaplan

View on SEC IAPD

Other Firms

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MM MACHINE, LLC
QUANTIFIX CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AI AGENT CAPITAL, LLC
BETTER CAPITAL MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC
ROSTEN CAPITAL INVESTMENTS LLC

Other Investors

YALE BOCK
Juan Manuel Mardueno Rodriguez
Sariguli Tuersun
Javier Magana Benitez
Shane Lee Rogers
CLIFTON M YASUTOMI
Nicholas Paul Abbott
MICHAEL J COOK

Other Offices

YH&C INVESTMENTS INC. · LAS VEGAS, NV
MM MACHINE, LLC · LAS VEGAS, NV
QUANTIFIX CAPITAL MANAGEMENT, LLC · LAS VEGAS, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAS VEGAS, NV
AI AGENT CAPITAL, LLC · LAS VEGAS, NV
BETTER CAPITAL MANAGEMENT LLC · LAS VEGAS, NV
U.S. BANCORP ADVISORS, LLC · Las Vegas, NV
ROSTEN CAPITAL INVESTMENTS LLC · LAS VEGAS, NV

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