Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
JILL ANDREA SHERMAN
JILL ANDREA SHEVRIN
CRD#: 2355295
IA
Investment Adviser
B
Broker
THE AMERIFLEX GROUPCRD#: 305585 8470 Enterprise Circle
Suite 110-B
Lakewood Ranch, FL 34202
OSAIC WEALTH, INC.CRD#: 23131 8470 Enterprise Circle
SUITE 110-C
Lakewood Ranch, FL 34202
Registration History
19952000200520102015202020252 FIRMS2003 - 2022 (19 years)IATHE AMERIFLEX GROUP (CRD# 305585)2022 - Present (2 years)BOSAIC WEALTH, INC. (CRD# 23131)2023 - Present (1 year)BSAGEPOINT FINANCIAL, INC. (CRD# 133763)2022 - 2023 (1 year)BRBC DAIN RAUSCHER INC. (CRD# 31194)2002 - 2002 (<1 year)BTUCKER ANTHONY INCORPORATED (CRD# 837)1999 - 2002 (2 years)BGIBRALTAR SECURITIES CO. (CRD# 7093)1995 - 1999 (4 years)
License(s)

State Registrations

B
California 9/1/2023
B
Nevada 9/1/2023
B
Colorado 9/1/2023
B
New Jersey 9/1/2023
B
Connecticut 9/1/2023
IA
New Jersey 2/3/2025
B
Delaware 9/1/2023
B
New York 9/1/2023
IA
Florida 7/17/2023
B
North Carolina 9/1/2023
B
Florida 9/1/2023
B
Pennsylvania 9/1/2023
B
Kentucky 9/1/2023
B
South Carolina 9/1/2023
B
Maryland 9/1/2023
B
Virginia 9/1/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
THE AMERIFLEX GROUP (CRD#:305585)
8470 Enterprise Circle Suite 110-B, Lakewood Ranch, FL 34202
542 Prospect Avenue Suite 114, Little Silver, NJ 07739
Registered with this firm since 9/8/2022
B
OSAIC WEALTH, INC. (CRD#:23131)
8470 Enterprise Circle SUITE 110-C, Lakewood Ranch, FL 34202
542 Prospect Avenue Suite 114, Little Silver, NJ 07739
Registered with this firm since 9/1/2023
Previous Registration(s)
th hidden textth hidden textNameLocation
B
 09/08/2022 - 09/01/2023 SAGEPOINT FINANCIAL, INC. (CRD#:133763) RED BANK, NJ
IA
 04/30/2003 - 09/09/2022 EQUITABLE ADVISORS, LLC (CRD#:6627) HOWELL, NJ
B
 02/14/2003 - 09/09/2022 EQUITABLE ADVISORS, LLC (CRD#:6627) HOWELL, NJ
B
 03/09/2002 - 09/03/2002 RBC DAIN RAUSCHER INC. (CRD#:31194) NEW YORK, NY
B
 09/11/1999 - 03/09/2002 TUCKER ANTHONY INCORPORATED (CRD#:837) BOSTON, MA
B
 01/31/1995 - 09/01/1999 GIBRALTAR SECURITIES CO. (CRD#:7093) FLORHAM PARK, NJ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.