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Christine Ann Lane

The Ameriflex Group

Pittsford, NY

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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 2023-12-01
  • NY RA
    APPROVED
    Since 2023-12-01

Branch Locations

1000 Pittsford Victor Rd., Pittsford, NY 14534 • 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
Lpl Financial Llc Pittsford NY 02/2014 09/2019
Tompkins Trust Company Pittsford NY 03/2014 09/2019
Commonwealth Financial Network Waltham MA 09/2019 12/2023
Montage Wealth Management Pittsford NY 09/2019 11/2023
Osaic Pittsbord NY 12/2023 06/2025
The Ameriflex Group Las Vegas NV 12/2023 Present
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
  • 02/2014 → 09/2019
    Lpl Financial Llc
    Pittsford, NY
  • 03/2014 → 09/2019
    Tompkins Trust Company
    Pittsford, NY
  • 09/2019 → 12/2023
    Waltham, MA
  • 09/2019 → 11/2023
    Montage Wealth Management
    Pittsford, NY
  • 12/2023 → 06/2025
    Osaic
    Pittsbord, NY
  • 12/2023 → Present
    Las Vegas, NV
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
Other Businesses

1) CHRISTINE A. LANE DBA THE PLATINUM WEALTH GROUP, 1000 Pittsford Victor Road, Pittsford NY 14534, 12/2024, Member, DBA Name, INV REL, 160 HR/MO, 140 HR/MO TRADING. 2) THE PLATINUM WEALTH GROUP, 1000 Pittsford Victor Road, Pittsford NY 14534, 01/2024, Agent, 1099, INV REL, 10 HR/MO, 6 HR/MO TRADING. 3) MARY CARIOLA CENTER, 1000 Elmwood Avenue, Suite 100, ROCHESTER NY 14620, 06/2018, Committee Member, Volunteer, NIR, 2 HR/MO, 2 HR/MO TRADING. 4) THE AMERIFLEX GROUP, 8475 W. Sunset Road Suite 101, Las Vegas NV 89113, 06/2025, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 160 HR/MO, 130 HR/MO TRADING. 5) KAFL INSURANCE RESOURCES, 800 Linden Avenue, Rochester NY 14625-2710, 06/2025, Agent, Insurance/Benefits/Human Resources, INV REL, 10 HR/MO, 5 HR/MO TRADING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-12-09
  • S63 Uniform Securities Agent State Law Examination
    1987-12-09
Other Names
  • Christine Ann Cavotta

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