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Advisor at THE AMERIFLEX GROUP
Manhattan Beach, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THE AMERIFLEX GROUP | Bd affiliated wealth | Apr 6, 2026 | n/a | yes | Manhattan Beach, CA | Current employment |
| TMD WEALTH MANAGEMENT | Former SEC adviser | Oct 30, 2020 | Dec 4, 2020 | no | SCOTTSDALE, AZ | Previous registration |
| ONE CHARLES PRIVATE WEALTH | Former SEC adviser | Sep 24, 2019 | Sep 30, 2020 | no | Scottsdale, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TMD WEALTH MANAGEMENT | THE AMERIFLEX GROUP | Dec 4, 2020 | Apr 6, 2026 | 1,949 | Firm change after gap | RIA to ibd |
| ONE CHARLES PRIVATE WEALTH | TMD WEALTH MANAGEMENT | Sep 30, 2020 | Oct 30, 2020 | 30 | Channel change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 286635:309514:AZ:2020-09-30 | Sep 30, 2020 | Oct 30, 2020 | SCOTTSDALE, AZ | Firm change |