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Steven Smailes
12 Years of Experience
St. George, UT
1 DisclosureBrokerSells Insurance
Steven Smailes is a registered investment advisor, based in St. George, UT, with 12 years of industry experience.
Location
St. George, UT
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Regulatory History (1)
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Judgment / Lien
June 2025Other Business ActivitiesSells Insurance
Steven is an insurance agent, investment advisor/president of The Ameriflex Group RIA (full-time), a consultant for a private equity firm, CRO for AI Journal, and Head of Sales for Liquid Intelligence. As an insurance agent, Steven provides insurance analysis and placement.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 11 mos
Cambridge Investment Research, INC.
June 2025 - Present · 11 mos
The Ameriflex Group
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.
June 2019 - September 2020 · 1 yr 3 mos
Sagepoint Financial, INC.Broker
June 2019 - September 2023 · 4 yrs 3 mos
Cooper Mcmanus
December 2015 - June 2019 · 3 yrs 6 mos
Securities America, INC.Broker
December 2015 - May 2019 · 3 yrs 5 mos
Morgan Stanley
November 2013 - November 2015 · 2 yrs
Morgan StanleyBroker
September 2013 - November 2015 · 2 yrs 2 mos
State Registrations10 states
AZCAFLIDILINNVORTXUT
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.