Mendy Ann Morgan
Investment Adviser Representative at THE Ameriflex Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mendy Ann Morgan is an investment adviser representative with The Ameriflex Group in Punta Gorda, FL, where they have been registered since 2022. They have worked in the securities industry since 2005 and have been registered with 4 firms, including Cetera Advisor Networks LLC and Summit Financial Group Inc. They have passed 10 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
2 states and territories
Florida, Nevada
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Royal Securities Co.Jan 2012 – Nov 2016Grandville, MI
- Regulus Advisors LLCJan 2017 – Aug 2017Kentwood, MI
- Regal Investment Advisors, LLCJan 2017 – Aug 2017Kentwood, MI
- homemakerAug 2017 – Jun 2018grand rapids, MI
- Summit Brokerage Services, Inc.Jun 2018 – Aug 2018Boca Raton, FL
- Summit Financial Group IncJun 2018 – Aug 2018Boca Raton, FL
- homemakerAug 2018 – Jan 2019Grand Rapids, MI
- Summit Brokerage Services, Inc.Jan 2019 – Sep 2019Boca Raton, FL
- Summit Financial Group IncSep 2019 – May 2021Boca Raton, FL
- Cetera Advisor Networks LLCJan 2019 – Feb 2022El Segundo, CA
- SagePoint Financial, Inc.Feb 2022 – Sep 2023Delray Beach, FL
- The Ameriflex Group, Inc.Feb 2022 – no end date reportedDelray Beach, FL
- Osaic Wealth, Inc.Sep 2023 – Jun 2025Delray Beach, FL
- Cambridge Investment Research, Inc.Jun 2025 – no end date reportedFairfield, IA
- The Ameriflex GroupJun 2025 – no end date reportedLas Vegas, NV
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About THE Ameriflex Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Transitional wealth planning
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 193
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Las Vegas, NV
- SEC file number:
- 801-117784
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 11, 2026
View full firm profileOther advisors at THE Ameriflex Group
Showing 12 of 193 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mendy Ann Morgan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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