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Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-02
  • NY RA
    APPROVED
    Since 2026-03-02

Branch Locations

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

450 Seventh Avenue, Suite 1301, New York, NY 10123 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Total Financial Advisors, Llc Bethpage NY 10/2015 11/2017
Cetera Financial Specialists Llc Schaumburg IL 11/2021 01/2023
Cetera Financial Specialists Llc Schaumburg IL 09/2019 01/2023
Peller Wealth Management - Dba For Investments New York NY 09/2020 01/2023
Cetera Investment Advisers Llc Schaumburg IL 01/2022 01/2023
Homemaker Baldwin NY 11/2017 09/2019
Kestra Investment Services, Llc New York NY 02/2023 03/2026
Kestra Advisory Services, Llc New York NY 02/2023 03/2026
Cambridge Investment Research, Inc. Fairfield IA 03/2026 Present
The Ameriflex Group Las Vegas NV 03/2026 Present
  • 10/2015 → 11/2017
    Total Financial Advisors, Llc
    Bethpage, NY
  • 11/2021 → 01/2023
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 09/2019 → 01/2023
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 09/2020 → 01/2023
    Peller Wealth Management - Dba For Investments
    New York, NY
  • 01/2022 → 01/2023
    Schaumburg, IL
  • 11/2017 → 09/2019
    Homemaker
    Baldwin, NY
  • 02/2023 → 03/2026
    Kestra Investment Services, Llc
    New York, NY
  • 02/2023 → 03/2026
    New York, NY
  • 03/2026 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 03/2026 → Present
    Las Vegas, NV
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-22
S65 Uniform Investment Adviser Law Examination 2014-07-17
S63 Uniform Securities Agent State Law Examination 2001-02-12
  • S66 Uniform Combined State Law Examination
    2022-01-22
  • S65 Uniform Investment Adviser Law Examination
    2014-07-17
  • S63 Uniform Securities Agent State Law Examination
    2001-02-12

View on SEC IAPD

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