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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-01 |
Branch Locations
1000 Pittsford Victor Rd., Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-12-09 |
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