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Thomas George Kazalski

The Ameriflex Group

Lakewood Ranch, FL

CRD 7956247

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Employer firm

The Ameriflex Group CRD 305585

$9.66B regulatory AUM 486 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-02
NJ RA APPROVED 2024-11-06
  • FL RA
    APPROVED
    Since 2024-12-02
  • NJ RA
    APPROVED
    Since 2024-11-06

Branch Locations

8470 Enterprise Circle Suite 110-B, Lakewood Ranch, FL 34202 • 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
Nyc Dot Staten Island Ferry Staten Island NY 02/2008 11/2022
New York Presbyterian New York NY 11/2022 01/2025
Stevens Institue Of Technology Hoboken NJ 09/2020 Present
Osaic Little Silver NJ 07/2024 06/2025
The Ameriflex Group Las Vegas NV 11/2024 Present
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
Fourfront Wealth Management Little Silver NJ 06/2025 Present
  • 02/2008 → 11/2022
    Nyc Dot Staten Island Ferry
    Staten Island, NY
  • 11/2022 → 01/2025
    New York Presbyterian
    New York, NY
  • 09/2020 → Present
    Stevens Institue Of Technology
    Hoboken, NJ
  • 07/2024 → 06/2025
    Osaic
    Little Silver, NJ
  • 11/2024 → Present
    Las Vegas, NV
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2025 → Present
    Fourfront Wealth Management
    Little Silver, NJ
Other Businesses

1) THOMAS KAZALSKI INSURANCE AGENT, 246 Hopkinson Street, South Plainfield NJ 07080, 06/2025, Agent, Insurance/Benefits/Human Resources, INV REL, 5 HR/MO, 5 HR/MO TRADING. 2) THE AMERIFLEX GROUP, 8485 West Sunset Road, 204, Las Vegas NV 89113, 06/2025, Investment Advisor Representative, Paraplanning, INV REL, 120 HR/MO, 60 HR/MO TRADING. 3) FOURFRONT WEALTH MANAGEMENT, 542 Prospect Ave Suite 114, Little Silver NJ 07739, 06/2025, W2 Employee, DBA Name, INV REL, 100 HR/MO, 50 HR/MO TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-24
  • S66 Uniform Combined State Law Examination
    2024-10-24

View on SEC IAPD

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