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Current Employers
The Ameriflex Group

8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-11-03
  • WI RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2013 → 02/2019
    R&S Entertainment, Llc
    Kenosha, WI
  • 10/2016 → 03/2017
    Club-Net Management
    Kenosha, WI
  • 10/2016 → 12/2016
    Friese Financial Advocates, Llc
    Libertyville, IL
  • 03/2017 → 08/2019
    U.S. Department Of Defense
    Alexandria, VA
  • 09/2019 → 02/2021
    Pricewaterhousecoopers, Llp
    Chicago, IL
  • 02/2021 → 04/2021
    Friese Financial Advocates, Llc
    Libertyville, IL
  • 04/2021 → 07/2021
    Cic Companies, Ltd.
    Colorado Springs, CO
  • 03/2022 → 09/2022
    Cadaret, Grant & Co., Inc.
    Kenosha, WI
  • 07/2021 → 08/2021
    Bristol, WI
  • 10/2016 → 04/2021
    Ameritas Investment Company
    Libertyville, IL
  • 02/2022 → 03/2022
    Sitzberger Advisors, Llc
    Lake Geneva, WI
  • 10/2021 → 02/2022
    Grant Thornton, Llp
    Milwaukee, WI
  • 09/2021 → 09/2021
    Unemployed
    Bristol, WI
  • 10/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 10/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 09/2022 → 04/2023
    Kaizen Cpas Pllc
    Antioch, IL
  • 04/2023 → 01/2025
    St. Joseph Catholic Academy, Inc.
    Kenosha, WI
  • 01/2025 → Present
    Fitzpatrick Cpa & Financial Services, Llc
    Bristol, WI
  • 11/2025 → Present
    Las Vegas, NV
Previous Registrations
  • 2022-04-08 → 2022-09-08
    Cadaret, Grant & Co., Inc.
    Kenosha, WI
    Syracuse, NY
  • 2021-07-19 → 2021-08-27
    Camarillo, CA
    Bristol, WI
Other Businesses

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

Exams
CodeExamDate
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
  • 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
Other Names
  • Zach Fitzpatrick

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