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The Ameriflex Group CRD 305585
$9.66B regulatory AUM 486 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-20 |
Branch Locations
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
36 Cordage Park Circle Suite 328, Plymouth, MA 02360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2022 | 03/2024 |
| Hyannisport Club | Hyannis Port | MA | 05/2021 | 09/2021 |
| Dino's Brick Oven Pizzeria Company | Wakefield | MA | 01/2016 | 10/2020 |
| Dino's Brick Oven Pizzeria Company | Wakefield | MA | 10/2021 | 04/2022 |
| Cal's Brick Oven Pizzeria Company | Reading | MA | 04/2022 | 08/2022 |
| University Of Massachusetts, Lowell | Lowell | MA | 09/2017 | 05/2021 |
| Wakefield Public Schools | Wakefield | MA | 09/2009 | 09/2017 |
| Unemployed | Wakefield | MA | 09/2021 | 10/2021 |
| New York Life Insurance Company | Waltham | MA | 03/2024 | 08/2024 |
| Nylife Securities Llc | Waltham | MA | 04/2024 | 08/2024 |
| Eagle Strategies Llc | Waltham | MA | 05/2024 | 08/2024 |
| Commonwealth Financial Network | Waltham | MA | 08/2024 | 11/2025 |
| Blue Hills Wealth Management | Plymouth | MA | 08/2024 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2025 | Present |
| The Ameriflex Group | Las Vegas | NV | 11/2025 | Present |
1. THE AMERIFLEX GROUP, 36 Cordage Park Circle, Suite 328, Plymouth MA 02360, United States, START DATE 11/2025, Paraplanner, RIA Affiliation - other than CIRA, NIR, 160 HR/MO, 160 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
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