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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-03 |
Branch Locations
228C N. Milwaukee St., Waterford, WI 53185 • United States
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Bristol, WI • United States
5951 Ne Elliott Circle, Corvallis, OR 97330 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R&S Entertainment, Llc | Kenosha | WI | 04/2013 | 02/2019 |
| Club-Net Management | Kenosha | WI | 10/2016 | 03/2017 |
| Friese Financial Advocates, Llc | Libertyville | IL | 10/2016 | 12/2016 |
| U.S. Department Of Defense | Alexandria | VA | 03/2017 | 08/2019 |
| Pricewaterhousecoopers, Llp | Chicago | IL | 09/2019 | 02/2021 |
| Friese Financial Advocates, Llc | Libertyville | IL | 02/2021 | 04/2021 |
| Cic Companies, Ltd. | Colorado Springs | CO | 04/2021 | 07/2021 |
| Cadaret, Grant & Co., Inc. | Kenosha | WI | 03/2022 | 09/2022 |
| Inflection Advisors | Bristol | WI | 07/2021 | 08/2021 |
| Ameritas Investment Company | Libertyville | IL | 10/2016 | 04/2021 |
| Sitzberger Advisors, Llc | Lake Geneva | WI | 02/2022 | 03/2022 |
| Grant Thornton, Llp | Milwaukee | WI | 10/2021 | 02/2022 |
| Unemployed | Bristol | WI | 09/2021 | 09/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2025 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2025 | Present |
| Kaizen Cpas Pllc | Antioch | IL | 09/2022 | 04/2023 |
| St. Joseph Catholic Academy, Inc. | Kenosha | WI | 04/2023 | 01/2025 |
| Fitzpatrick Cpa & Financial Services, Llc | Bristol | WI | 01/2025 | Present |
| The Ameriflex Group | Las Vegas | NV | 11/2025 | Present |
1.) THE AMERIFLEX GROUP, INC. | Investment Related | 8475 W Sunset Rd, # 101, Las Vegas, NV 89113 | RIA | IAR Administrative Support Staff | RIA Affiliation | 01-Oct-2025 | 160 hours/month | 160 hours/month during trading hours | Provide assistance as needed to representatives and their clients 2.) BRIDGES WEALTH MANAGEMENT | Investment Related | 11220 192nd Ave, Bristol, WI 53104 | Financial Advisor | Administrative Support Staff | DBA Name | 01-Oct-2025 | 160 hours/month | 160 hours/month during trading hours | Provide assistance as needed to representatives and their clients 3.) FITZPATRICK CPA & FINANCIAL SERVICES LLC | 11220 192nd Ave, Bristol WI 53104, United States | 10/01/2025 | Owner | Tax Services | NIR | 160 HR/MO - 160 HR/MO TRADING 4.) ZACHARY RYAN FITZPATRICK | Investment Related | 11220 192nd Ave, Bristol, WI 53104 | Insurance | Agent | 1099 | 23-Apr-2021 | 10 hours/month | 10 hours/month during trading hours | Provide assistance as needed to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-25 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-17 |
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