Quy Nguyen

Employer firm

The Ameriflex Group CRD 305585

$9.66B regulatory AUM 486 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 11/2016
  Capital One Investing
  Seattle, WA
• 07/2017 → 02/2018
  Key Bank
  Kent, WA
• 11/2016 → 03/2017
  Unemployed
  Seattle, WA
• 03/2017 → 05/2017
  Mass Mutual
  Seattle, WA
• 05/2017 → 07/2017
  Unemployed
  Seattle, WA
• 08/2017 → 02/2018
  Key Investment Services
  Kent, WA
• 03/2018 → 07/2020
  Kms Financial Services, Inc
  Seattle, WA
• 08/2020 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → 04/2024
  Osaic Wealth, Inc.
  Jersey City, NJ
• 04/2024 → 06/2025
  Osaic
  Las Vegas, NV
• 04/2024 → Present
  The Ameriflex Group
  Las Vegas, NV
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2025 → Present
  The Ameriflex Group
  Las Vegas, NV

Previous Registrations

• 2023-09-01 → 2024-04-11
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2020-08-27 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2019-06-25 → 2020-09-21
  Kms Financial Services, Inc.
  Seattle, WA
  Seattle, WA

Other Businesses

1) THE AMERIFLEX GROUP, 8475 W Sunset Road, Las Vegas NV 89113, United States, 04/2024, W2 EMPLOYEE, RIA, INV REL, 170 HR/MO - 100 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-24
• S63 Uniform Securities Agent State Law Examination
  2016-05-11