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Kelsey Faye Anderson

The Ameriflex Group

Sandiego, CA

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Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-04
TX RA APPROVED 2025-04-03
  • CA RA
    APPROVED
    Since 2025-04-04
  • TX RA
    APPROVED
    Since 2025-04-03

Branch Locations

Sandiego, CA • 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
Charles Schwab & Co., Inc. San Diego CA 07/2017 04/2025
Creighton University Omaha NE 08/2013 05/2017
Charles Schwab Bank Ssb San Diego CA 07/2017 04/2025
Osaic San Diego CA 04/2025 06/2025
The Ameriflex Group San Diego CA 04/2025 Present
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
  • 07/2017 → 04/2025
    San Diego, CA
  • 08/2013 → 05/2017
    Creighton University
    Omaha, NE
  • 07/2017 → 04/2025
    Charles Schwab Bank Ssb
    San Diego, CA
  • 04/2025 → 06/2025
    Osaic
    San Diego, CA
  • 04/2025 → Present
    San Diego, CA
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
Other Businesses

1. FAYE FINANCIAL CORP., 16008 Caminito de las Noches, San Diego, CA 92128 CA 92128, United States, 05/12/2025, President, S Corp, NIR, 160 HR/MO - 80 HR/MO TRADING 2. MONARCH WEALTH & RETIREMENT STRATEGIES, 26565 West Agoura Road, Suite 200, Calabasas CA 91302, United States, 04/01/2025, IAR, 1099, NIR, 160 HR/MO - 100 HR/MO TRADING 3. THE AMERIFLEX GROUP, 8475 W Sunset Rd., Las Vegas NV 89113, United States, 04/01/2025, Wealth Manager, RIA Affiliation - other than CIRA, INV REL, 160 HR/MO - 100 HR/MO TRADING 4. COUNTRY CLUB OF RANCHO BERNARDO, 12280 Greens East Rd., San Diego CA 92128, United States, 03/01/2025, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 0 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-20
  • S66 Uniform Combined State Law Examination
    2017-11-20
Designations
Other Names
  • Kelsey Faye Petersen

View on SEC IAPD

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