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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 | 2026-06-29 |
Branch Locations
1425 Jefferson Rd., Rochester, NY 14623 • United States
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Rochester | NY | 11/2012 | 11/2017 |
| Securities America, Inc. | Rochester | NY | 11/2017 | 06/2024 |
| Securities America Advisors | Rochester | NY | 11/2017 | 06/2024 |
| Osaic Wealth, Inc. | Rochester | NY | 06/2024 | 06/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2026 | Present |
| The Ameriflex Group | Las Vegas | NV | 06/2026 | Present |
1. CONVERGE WEALTH PARTNERS, LLC, 1425 Jefferson Road, Rochester NY 14623, United States, 06/29/2026, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING 2. THE AMERIFLEX GROUP, 8475 West Sunset Road, Suite 101, Las Vegas NV 89113, United States, 06/29/2026, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 160 HR/MO - 160 HR/MO TRADING 3. KIWANIS CLUB OF CANANDAIGUA, POB 863, Canandaigua NY 14424, United States, 09/15/2009, Member, Community Service Organization, NIR, 4 HR/MO - 4 HR/MO TRADING 4. ADVISORS INSURANCE BROKERS, 11 Executive Park Drive, Clifton Park NY 12065, United States, 06/01/2015, Agent, Insurance/Benefits/Human Resources, INV REL, 4 HR/MO - 4 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-16 |
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