Frank Anthony Virgallito

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

• 04/2009 → 10/2017
  National Planning Corporation
  Orange, CA
• 10/2017 → 06/2024
  Securities America, Inc
  Glendale, CA
• 10/2017 → 06/2024
  Securities America Advisors
  Glendale, CA
• 06/2024 → 06/2025
  Osaic Wealth, Inc.
  Glendale, CA
• 06/2025 → Present
  The Ameriflex Group
  Las Vegas, NV
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2024-06-14 → 2025-07-10
  Osaic Wealth, Inc.
  Glendale, CA
• 2017-10-27 → 2024-06-14
  Securities America Advisors, Inc.
  Glendale, CA
• 2009-05-01 → 2017-11-02
  National Planning Corporation
  Huntington Beach, CA
  Arcadia, CA
  Glendale, CA
• 2010-08-19 → 2011-08-22
  The Elite Financial Network, Inc.
  Huntington Beach, CA
• 2008-07-31 → 2009-12-31
  The Elite Financial Network, Inc.
  Huntington Beach, CA
• 2007-07-12 → 2009-05-04
  Osaic Wealth, Inc.
  Orange, CA

Other Businesses

1) GLENDALE AREA SCHOOLS CREDIT UNION, 1800 Broadview Dr., Glendale CA 91208, 05/2025, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 6 HR/MO, 0 HR/MO TRADING. 2) SINGLE-FAMILY HOME RENTALS, 2616 Sea Pine Ln., La Crescenta CA 91214, 05/2025, Owner, DBA Name, NIR, 2 HR/MO, 0 HR/MO TRADING. 3) THE AMERIFLEX GROUP, 3436 N Verdugo Rd STE 210, Glendale CA 91208, 05/2025, Investment Advisor under the Independent RIA of Ameriflex, Investment Advisory Services and Financial Planning, INV REL, 140 HR/MO, 120 HR/MO TRADING. 4) WORD AND BROWN (CHOICE BUILDER AND CALIFORNIA CHOICE), 2616 Sea Pine Ln., La Crescenta CA 91214, 05/2025, Agent, Insurance/Benefits/Human Resources, NIR, 6 HR/MO, 3 HR/MO TRADING. 5) PASADENA SENIOR CENTER, 85 E. Holly St., Pasadena, CA 91103, United States, 03/02/2026, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, INV REL, 4 HR/MO - 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-12
• S63 Uniform Securities Agent State Law Examination
  2006-01-06

Designations

• Certified Financial Planner