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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-01 |
Branch Locations
1000 Pittsford Victor Rd., Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2008 | 11/2016 |
| Penn Mutual Life Ins Co | Horsham | PA | 02/2008 | 11/2016 |
| Commonwealth Financial Network | Waltham | MA | 11/2016 | 12/2023 |
| Montage Wealth Management | Pittsford | NY | 11/2016 | Present |
| Osaic | Pittsford | NY | 11/2023 | 06/2025 |
| The Ameriflex Group | Las Vegas | NV | 12/2023 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
1. AMERIFLEX, The Platinum Wealth Group, 1000 Pittsford Victor Rd., Pittsford NY 14534, United States, 12/01/2023, Owner, RIA Affiliation - other than CIRA, INV REL, 160 HR/MO - 120 HR/MO TRADING 2. CHARLES A. CONSTANTINO II, The Platinum Wealth Group, 1000 Pittsford-Victor Rd., Pittsford NY 14534, United States, 01/01/2000, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 10 HR/MO TRADING 3. REAL ESTATE MANAGEMENT ASSOC., The Platinum Wealth Group, 1000 Pittsford-Victor Rd, Pittsford NY 14534, United States, 01/01/1986, Owner, Real Estate, NIR, 1 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-28 |
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