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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

ROBERT NOLAN LEWIS

Advisor at THE AMERIFLEX GROUP

Lakewood Ranch, FL

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Search this name across graphsid dfx:ria:240d5614-fa74-433e-4e40-c3d95eae78b1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 1, 2018 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THE AMERIFLEX GROUP
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Apr 25, 2018
First registration: May 1, 2018
Dual registered: yes, broker-dealer
Other names: Robert N. Lewis|R. Nolan Lewis|Robert Lewis|Nolan Lewis|ROBERT NOLAN LEWIS|R. NOLAN NOLAN LEWIS
IAPD individual key: 6662741

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THE AMERIFLEX GROUP	Bd affiliated wealth	Aug 21, 2025	n/a	yes	Lakewood Ranch, FL	Current employment
PATH FINANCIAL, LLC	State registered	Jun 14, 2024	Aug 19, 2025	no	Sarasota, FL\|SARASOTA, FL\|Sarasota, FL	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 17, 2020	Aug 16, 2023	no	WARRINGTON, PA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	May 1, 2018	Aug 5, 2020	no	GLENSIDE, PA\|BALA CYNWYD, PA\|BALA CYNWYD, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PATH FINANCIAL, LLC	THE AMERIFLEX GROUP	Aug 19, 2025	Aug 21, 2025	2	Firm change	Other
FIDELITY PERSONAL AND WORKPLACE ADVISORS	PATH FINANCIAL, LLC	Aug 16, 2023	Jun 14, 2024	303	Firm change	Ibd to state RIA
EQUITABLE ADVISORS, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Aug 5, 2020	Aug 17, 2020	12	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ THE AMERIFLEX GROUPRegistered adviserregistration: current employment
Aug 21, 2025 to presentfactForm ADV
→ PATH FINANCIAL, LLCRegistered adviserregistration: previous registration
Jun 14, 2024 to Aug 19, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 17, 2020 to Aug 16, 2023factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
May 1, 2018 to Aug 5, 2020factForm ADV

Dated events

Occurred
Aug 19, 2025
Advisor changed firm
Robert Nolan Lewis left Path Financial, Llc for The Ameriflex Group (registered 2025-08-21)
Form ADVobserved 3 days ago
Occurred
Aug 16, 2023
Advisor changed firm
Robert Nolan Lewis left Fidelity Personal And Workplace Advisors for Path Financial, Llc (registered 2024-06-14)
Form ADVobserved 3 days ago