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Timothy Patrick Reidy IV

Investment Adviser Representative at THE Ameriflex Group

Carmel, INCRD #7389050Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Timothy Patrick Reidy IV is an investment adviser representative with The Ameriflex Group in Carmel, IN, where they have been registered since 2026. They have worked in the securities industry since 2021 and were previously registered with On Investment Management Co. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Indiana and Texas.

Office

101 E. Carmel Drive, Ste 125
Carmel, IN 46032

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Indiana, Texas
Broker:
14 states and territories

District of Columbia, Florida, Indiana, Kentucky, Maryland, Minnesota, Missouri, Nevada, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/7/2021
Series 65
Uniform Investment Adviser Law Examination
Passed 6/5/2021
Series 7
General Securities Representative Examination
Passed 7/20/2021
SIE
Securities Industry Essentials Examination
Passed 6/18/2021
Series 24
General Securities Principal Examination
Passed 9/3/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

THE Ameriflex GroupCurrent
7/28/2026 – Carmel, IN
ON Investment Management Co
8/18/2021 – 7/28/2026Carmel, IN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. RP Wealth Advisors LLC
    Jun 2021 – no end date reportedFishers, IN
  2. Unemployed
    Nov 2020 – Jun 2021Fishers, IN
  3. 51Talk (China Online Education)
    Oct 2017 – Oct 2020Beijing
  4. Unemployed
    May 2017 – Sep 2017Fishers, IN
  5. Best Learning - Shenyang (Shenyang Kuaile Youxue Education)
    Jun 2013 – May 2017Shenyang
  6. The O.N. Equity Sales Company
    Jun 2021 – Jul 2026Cincinnati, OH
  7. Cambridge Investment Research, Inc.
    Jul 2026 – no end date reportedFairfield, IA
  8. The Ameriflex Group
    Jul 2026 – no end date reportedLas Vegas, NV

Official records & sources

Data as of August 9, 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Transitional Wealth PlanningInvestment AdvisorySecuritiesRegistered Investment Adviser

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

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 profile

Other advisors at THE Ameriflex Group

Showing 12 of 193 in the directory

View THE Ameriflex Group firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy Patrick Reidy IV 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Timothy Patrick Reidy IV (THE Ameriflex Group)