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Advisor at THE AMERIFLEX GROUP
New York, NY | LAS VEGAS, NV
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 | Mar 2, 2026 | n/a | yes | LAS VEGAS, NV|New York, NY | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Feb 1, 2023 | Mar 2, 2026 | no | AUSTIN, TX|New York, NY | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jan 25, 2022 | Feb 24, 2023 | no | NEW YORK, NY | Previous registration |
| TOTAL FINANCIAL ADVISORS, LLC | Former SEC adviser | Oct 5, 2015 | Oct 9, 2017 | no | BETHPAGE, NY | Previous registration |
| CURIAN CAPITAL, LLC | Former SEC adviser | Jul 17, 2014 | Sep 15, 2015 | no | DENVER, CO|DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | THE AMERIFLEX GROUP | Mar 2, 2026 | Mar 2, 2026 | 0 | Firm change | Ibd to ibd |
| CETERA INVESTMENT ADVISERS LLC | KESTRA ADVISORY SERVICES, LLC | Feb 24, 2023 | Feb 1, 2023 | -23 | Firm change | Ibd to ibd |
| TOTAL FINANCIAL ADVISORS, LLC | CETERA INVESTMENT ADVISERS LLC | Oct 9, 2017 | Jan 25, 2022 | 1,569 | Firm change after gap | Other |
| CURIAN CAPITAL, LLC | TOTAL FINANCIAL ADVISORS, LLC | Sep 15, 2015 | Oct 5, 2015 | 20 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283330:305585:TX:2026-03-02 | Mar 2, 2026 | Mar 2, 2026 | AUSTIN, TX | Firm change |
| 105644:283330:NY:2023-02-24 | Feb 24, 2023 | Feb 1, 2023 | NEW YORK, NY | Firm change |