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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-03 |
| FL | RA | APPROVED | 2023-07-17 |
Branch Locations
8470 Enterprise Circle Suite 110-B, Lakewood Ranch, FL 34202 • United States
542 Prospect Avenue Suite 114, Little Silver, NJ 07739 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 02/2003 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 02/2003 | 09/2022 |
| Sagepoint Financial, Inc. | Red Bank | NJ | 09/2022 | 09/2023 |
| The Ameriflex Group | Las Vegas | NV | 09/2022 | Present |
| Osaic Wealth, Inc. | Red Bank | NJ | 09/2023 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
1) FOURFRONT WEALTH MANAGEMENT, 8470 Enterprise Circle, Lakewood Ranch FL 34202, 09/2022, Investment Advisor Representative, DBA Name, INV REL, 120 HR/MO, 60 HR/MO TRADING. 2) JILL A SHERMAN LLC, 19533 Broad Shore Walk, Loxahatchee FL 33470, 12/2024, Owner, Owner/Partner of a Business Entity, NIR, 2 HR/MO, 0 HR/MO TRADING. 3) JILL SHERMAN INSURANCE AGENT, 19533 Broad Shore Walk, Loxahatchee FL 33470, 05/2003, Agent, Insurance/Benefits/Human Resources, INV REL, 5 HR/MO, 5 HR/MO TRADING. 4) THE AMERIFLEX GROUP, 8485 W Sunset Road, 204, Las Vegas NV 89113, 09/2022, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO, 100 HR/MO TRADING. 5) ADVISORS EXCEL MEDICARE SOLUTIONS, 2950 SW McClure Road, Topeka KS 66614, United States, 11/01/2025, Agent, Medicare Solutions partnership, NIR, 2 HR/MO - 1 HR/MO TRADING 6) ADVISORS EXCEL MEDICARE SOLUTIONS, 2950 SW McClure Road, Topeka KS 66614, United States, 11/01/2025, Agent, Medicare Solutions partnership, NIR, 2 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-01 |
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