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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Erie | PA | 04/2015 | 10/2016 |
| Gladstonewealth Group | Warren | PA | 12/2015 | 10/2016 |
| Gerg Insurance Agencies | Warren | PA | 10/2016 | 08/2021 |
| Allstate Insurance Company | Warren | PA | 10/2016 | 08/2021 |
| First Allied Securities, Inc. | San Diego | CA | 09/2021 | 09/2022 |
| First Allied Advisory Services Inc | Schaumburg | IL | 09/2021 | Present |
| Cetera Advisors Llc | Jamestown | NY | 09/2022 | 10/2023 |
| Osaic | Jamestown | PA | 10/2023 | Present |
| The Ameriflex Group | Las Vegas | NV | 10/2023 | Present |
1) Board of Directors; Warren Area Student Union (WASU) Start Date - 04/2022 1hr/month 2) JOY NORDIN; POWER OF ATTORNEY; FIDUCIARY POSITION; START DATE: 9/8/2021; 4 HOURS PER MONTH. 3) CHIEF COUNCIL OF BOY SCOUTS OF AMERICA; VOLUNTEER RISK MANAGEMENT DIRECTOR; NON-PROFIT ORGANIZATION; START DATE 09/02/2021; 4 HOURS PER MONTH. 4) REAL ESTATE; PARTNER; REAL ESTATE (RENTAL PROPERTY/PASSIVE INVESTMENT); START DATE 09/02/2021; 4 HOURS PER MONTH. 5) INSURANCE; AGENT; INSURANCE (FIXED/LIFE/HEALTH/P&C); START DATE 09/02/2021; 4 HOURS PER MONTH. 6) CITY OF WARREN, PA POSITION: Code Enforcement Officer - Part Time NATURE: City Government Administration INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 03/03/2025 ADDRESS: 318 W. Third Ave. #3, Warren PA 16365, United States DESCRIPTION: Enforce the Ordinance codes. Will investigate complaints by city residents. Will look for residents in violation of the ordinance, and for hazards. will follow the necessary procedures, testify if needed in district court. I will not be handling any money in this position.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-01 |
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