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RIA / WealthRegistered adviserbroker-dealer affiliated wealth managerSEC registeredRAUM 1b 10b

THE AMERIFLEX GROUP

THE AMERIFLEX GROUP, INC., CRD 305585

LAS VEGAS, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:59b23876-1826-d0eb-5034-688ac2a91d60

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 341
Dated events: 40
On other graphs: 0
Observed: Nov 13, 2019 to Sep 11, 2026
37 observations

Right now

6 signals name this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left Osaic Wealth, Inc. (Bloomington, IL) for The Ameriflex Group within 2 days

Dated 2026-09-02 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

THE AMERIFLEX GROUP · destination firm

Advisor Recruiting IntelligenceSep 2, 2026 · seen 6 days ago

#2NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

2 advisors left United Planners' Financial Services OF America A Limited Partner (Roseville, CA) for The Ameriflex Group on the same day

Dated 2026-09-08 (filing); first seen by DFX 2026-09-19.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

THE AMERIFLEX GROUP · destination firm

Advisor Recruiting IntelligenceSep 8, 2026 · seen 2 days ago

#3NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left LPL Financial LLC (Jefferson City, MO) for The Ameriflex Group on the same day

Dated 2026-08-11 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

THE AMERIFLEX GROUP · destination firm

Advisor Recruiting IntelligenceAug 11, 2026 · seen 6 days ago

#4NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left Osaic Wealth, Inc. (Rochester, NY) for The Ameriflex Group within 8 days

Dated 2026-07-01 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

THE AMERIFLEX GROUP · destination firm

Advisor Recruiting IntelligenceJul 1, 2026 · seen 6 days ago

#5NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

2 advisors left ON Investment Management CO (Valparaiso, IN) for The Ameriflex Group on the same day

Dated 2026-07-28 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

THE AMERIFLEX GROUP · destination firm

Advisor Recruiting IntelligenceJul 28, 2026 · seen 6 days ago

#6NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

4 advisors left Osaic Wealth, Inc. (Lubbock, TX) for The Ameriflex Group within 18 days

Dated 2026-05-29 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

THE AMERIFLEX GROUP · destination firm

Advisor Recruiting IntelligenceMay 29, 2026 · seen 6 days ago

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

Firm class: broker-dealer affiliated wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.09 related_bd=true related_bank=false bd_reps=181.0
Regulatory AUM: $9.7BItem 5.F on the latest filing (2026-09-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $8.0B
Private client RAUM: $8.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 209
RAUM per advisor: $46.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 201
Advisory employees: 181
Offices: 110Schedule D 1.F, beyond the principal office
Accounts: 30,843
Individual clients: 13,495
High net worth clients: 2,229
SEC number: 801-117784
CRD: 305585
Filings on the tape: 37
First filed: Nov 13, 2019
Latest filed: Sep 11, 2026
Organised: Corporation, NV
Website: ameriflex.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 209

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CINDY JANE BRYANT	n/a	Tempe, AZ	6	30	3	yes
BRETT WEILER FALLON	n/a	LAS VEGAS, NV \| Tempe, AZ	6	27	4	yes
MATTHEW WAYNE JONES	n/a	Tempe, AZ	6	26	1	yes
THOMAS J GOODSON	Chartered Financial Consultant	Santa Barbara, CA \| Las Vegas, NV	6	41	4	yes
ANDREW STEPHEN MANCUSO	Certified Financial Planner	Torrance, CA	6	15	2	yes
DIANA YOUA HEU	n/a	Las Vegas, NV \| Santa Barbara, CA	6	17	2	yes
JESSE ANDREW KURRASCH	Certified Financial Planner	Las Vegas, NV	6	14	1	yes
KEITH TERRENCE KLEIN	Certified Financial Planner\|Chartered Financial Consultant	Tempe, AZ	6	31	3	yes
Lawrence Paul Purcell	Certified Financial Planner	Boise, ID \| LAS VEGAS, NV	6	26	3	yes
HANNAH M BUSCHBOM	Certified Financial Planner	LAS VEGAS, NV \| Las Vegas, NV \| Santa Barbara, CA	6	16	1	yes
MICHAEL GLENN PASHAK	n/a	LAS VEGAS, NV	6	29	5	yes
ARNOLD SAMUEL	n/a	Westlake Village, CA	6	25	4	yes
TAINA SHYLENE GUDE	n/a	LAS VEGAS, NV	6	24	6	yes
STEVEN MICHIO SMAILES	n/a	St. George, UT \| Westlake Village, CA \| LAS VEGAS, NV	6	12	3	yes
SHAWN MICHAEL MCELDERRY	n/a	LAS VEGAS, NV \| Calabasas, CA	6	26	5	yes
KYLE JOHN SAENZ	n/a	Long Beach, CA \| LAS VEGAS, NV	6	19	3	yes
SCOTT ALLAN CHELBERG	Certified Financial Planner	LAS VEGAS, NV \| Carlsbad, CA	6	29	3	yes
ANDREW CHARLES BLUNT	Certified Financial Planner	LAS VEGAS, NV \| DENVER, CO	6	26	1	yes
HEATHER LITZ PACHECO	Certified Financial Planner	DENVER, CO \| LAS VEGAS, NV	6	25	3	yes
DEAN DOUGLAS DOWSON	n/a	DENVER, CO \| LAS VEGAS, NV	6	19	3	yes
RYLAN ROZELL	Certified Financial Planner	LAS VEGAS, NV \| Whitefish, MT \| Bakersfield, CA	6	19	2	yes
RICK KEVIN CLUCK	Certified Financial Planner	LAS VEGAS, NV \| Scottsdale, AZ	6	39	3	yes
VICTOR ROSS PEREBOOM	n/a	LAS VEGAS, NV \| Scottsdale, AZ	6	46	2	no
CATHERINE VICTORIA GARCIA	Certified Financial Planner	LAS VEGAS, NV \| Scottsdale, AZ \| CHANDLER, AZ	6	27	3	yes
MICHELE ANN FORTNEY-LEACH	n/a	LAS VEGAS, NV \| Westlake Village, CA	6	35	3	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GOODSON, THOMAS, J	CHIEF EXECUTIVE OFFICER	D	yes	06/2019	Sep 11, 2026	Sep 11, 2026
HEU, DIANA, YOUA	CHIEF COMPLIANCE OFFICER	Na	yes	06/2019	Sep 11, 2026	Sep 11, 2026
KURRASCH, JESSE, ANDREW	CHIEF OPERATING OFFICER	Na	yes	06/2019	Sep 11, 2026	Sep 11, 2026
CAMBRIDGE INVESTMENT GROUP, INC.	Owner	A	no	12/2025	Sep 11, 2026	Sep 11, 2026
SHAFER, STEPHANIE, A	EXECUTIVE VICE PRESIDENT	Na	no	10/2025	Sep 11, 2026	Sep 11, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AMERIFLEX BENEFITS CORPORATION	n/a	n/a	n/a	N	yes	n/a
AMERIFLEX GROUP SECURITIES, INC.	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Albuquerque	Nm	United States	19	yes
Tempe	Az	United States	9	yes
Hays	Ks	United States	9	yes
Phoenix	Az	United States	8	yes
Calabasas	CA	United States	8	yes
Tucson	Az	United States	7	yes
Pennington	Nj	United States	7	yes
Reno	Nv	United States	7	yes
Jamestown	NY	United States	7	yes
Scottsdale	Az	United States	6	yes
LA JOLLA	CA	United States	6	yes
Sikeston	Mo	United States	6	yes
Pittsford	NY	United States	6	yes
Casper	Wy	United States	6	yes
LA MESA	CA	United States	5	yes
WESTLAKE VILLAGE	CA	United States	5	yes
Englewood	Co	United States	5	yes
Lakewood	Co	United States	5	yes
Fredonia	NY	United States	5	yes
Scottsdale	Az	United States	4	yes
Scottsdale	Az	United States	4	yes
Fullerton	CA	United States	4	yes
Murrieta	CA	United States	4	yes
Sterling	Co	United States	4	yes
Columbus	Oh	United States	3	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$9.7B	$8.0B	201	181	110	n/a	n/a
2024	Mar 31, 2025	$9.4B	$6.4B	166	166	110	n/a	n/a
2023	Mar 25, 2024	$6.5B	$4.2B	149	149	81	n/a	n/a
2022	Mar 30, 2023	$3.4B	$2.2B	85	85	53	n/a	n/a
2021	Mar 29, 2022	$3.0B	$1.9B	78	70	41	n/a	n/a
2020	Mar 30, 2021	$1.4B	$1.1B	55	48	27	n/a	n/a
2019	May 8, 2020	$163M	$0	32	25	13	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
57	6	51	2.9%	20	0	0	143	23

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$9.7B	$9.4B	3.2%	$3.4B	41.3%	201	166	110	110

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NWF ADVISORY SERVICES INC	2	Sep 8, 2025	Dec 12, 2025	GREENWOOD VILLAGE, CO	Team lift out	Ibd to RIA	1.3%

Teams in

teams that arrived here from one firm together; showing 20 of 56

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	2	Sep 8, 2026	Sep 2, 2026	ROSEVILLE, CA	Team lift out	RIA to ibd	0.5%
OSAIC WEALTH, INC.	3	Sep 2, 2026	Aug 31, 2026	BLOOMINGTON, IL	Team lift out	Ibd to ibd	0.0%
LPL FINANCIAL LLC	3	Aug 11, 2026	Aug 3, 2026	JEFFERSON CITY, MO	Team lift out	Ibd to ibd	0.0%
ON INVESTMENT MANAGEMENT CO	2	Jul 28, 2026	Jul 28, 2026	VALPARAISO, IN	Team lift out	Ibd to ibd	1.0%
OSAIC WEALTH, INC.	3	Jul 1, 2026	Jul 6, 2026	ROCHESTER, NY	Team lift out	Ibd to ibd	0.0%
OSAIC WEALTH, INC.	4	May 29, 2026	Jun 10, 2026	LUBBOCK, TX	Team lift out	Ibd to ibd	0.1%
OSAIC WEALTH, INC.	3	May 6, 2026	May 8, 2026	BOCA RATON, FL	Team lift out	Ibd to ibd	0.0%
OSAIC WEALTH, INC.	4	Apr 21, 2026	Apr 28, 2026	DUBOIS, PA	Team lift out	Ibd to ibd	0.1%
LPL FINANCIAL LLC	3	Apr 13, 2026	Mar 31, 2026	NEW PALTZ, NY	Team lift out	Ibd to ibd	0.0%
KESTRA ADVISORY SERVICES, LLC	2	Mar 2, 2026	Mar 5, 2026	AUSTIN, TX	Team lift out	Ibd to ibd	0.1%
COMMONWEALTH FINANCIAL NETWORK	3	Nov 17, 2025	Dec 1, 2025	PLYMOUTH, MA	Team lift out	Ibd to ibd	0.1%
COMMONWEALTH FINANCIAL NETWORK	2	Nov 3, 2025	Nov 3, 2025	SYRACUSE, NY	Team lift out	Ibd to ibd	0.1%
OSAIC WEALTH, INC.	2	Sep 30, 2025	Sep 26, 2025	LIVERMORE, CA	Team lift out	Ibd to ibd	0.0%
OSAIC WEALTH, INC.	2	Jul 9, 2025	Jul 18, 2025	FULLERTON, CA	Team lift out	Ibd to ibd	0.0%
OSAIC WEALTH, INC.	2	Mar 5, 2025	Sep 29, 2023	PENNINGTON, NJ	Team lift out	Ibd to ibd	0.0%
OSAIC WEALTH, INC.	3	Feb 4, 2025	Feb 7, 2025	METAIRIE, LA	Team lift out	Ibd to ibd	0.0%
INTEGRATED WEALTH CONCEPTS LLC	3	Aug 20, 2024	Sep 25, 2024	WALTHAM, MA	Team lift out	RIA to ibd	0.9%
PRUCO SECURITIES, LLC	6	Apr 11, 2024	Apr 2, 2024	GREENWOOD VILLAGE, CO	Team lift out	Ibd to ibd	0.3%
MAIN STREET ADVISORS, LLC	2	Mar 28, 2024	Oct 17, 2023	HAYS, KS	Team lift out	Other	40.0%
SCF INVESTMENT ADVISORS, INC.	2	Feb 7, 2024	Feb 7, 2024	DALLAS, TX	Team lift out	Ibd to ibd	1.7%

Relationships

showing 80 of 341

Registered with (80)

← BRADLEY GILBERT GRAYAdvisorregistration: current employment
Sep 11, 2026 to presentfactForm ADV
← Bryan Scott PecherekAdvisorregistration: current employment
Sep 3, 2026 to presentfactForm ADV
← Charles Hardin HarrisonAdvisorregistration: current employment
Sep 2, 2026 to presentfactForm ADV
← Haldun ArinAdvisorregistration: current employment
Sep 2, 2026 to presentfactForm ADV
← Peter David FalstadAdvisorregistration: current employment
Aug 31, 2026 to presentfactForm ADV
← Joshua BrooksAdvisorregistration: current employment
Aug 31, 2026 to presentfactForm ADV
← Nathaniel Scott FarneyAdvisorregistration: current employment
Aug 31, 2026 to presentfactForm ADV
← Paul B EllisAdvisorregistration: current employment
Aug 10, 2026 to presentfactForm ADV
← JONATHAN DAVID FRAZIERAdvisorregistration: current employment
Aug 5, 2026 to presentfactForm ADV
← Megan Elizabeth PecherekAdvisorregistration: current employment
Aug 3, 2026 to presentfactForm ADV
← NATHANIEL SCHUYLER PECHEREKAdvisorregistration: current employment
Aug 3, 2026 to presentfactForm ADV
← GLEN JOSEPH REINKEMEYERAdvisorregistration: current employment
Aug 3, 2026 to presentfactForm ADV
← Timothy Patrick ReidyAdvisorregistration: current employment
Jul 28, 2026 to presentfactForm ADV
← William George PendletonAdvisorregistration: current employment
Jul 28, 2026 to presentfactForm ADV
← Timothy Patrick ReidyAdvisorregistration: current employment
Jul 28, 2026 to presentfactForm ADV
← JESSICA ANNE STURINOAdvisorregistration: current employment
Jul 24, 2026 to presentfactForm ADV
← Joshua G RoweAdvisorregistration: current employment
Jul 16, 2026 to presentfactForm ADV
← ANNE MARIE HASBROOKAdvisorregistration: current employment
Jul 13, 2026 to presentfactForm ADV
← MURRAY C. RICHARDSONAdvisorregistration: current employment
Jul 6, 2026 to presentfactForm ADV
← DAVID GARY YOUNGAdvisorregistration: current employment
Jun 29, 2026 to presentfactForm ADV
← MICHAEL JOSEPH LINKEYAdvisorregistration: current employment
Jun 29, 2026 to presentfactForm ADV
← Michael Ray Arthur NortonAdvisorregistration: current employment
Jun 29, 2026 to presentfactForm ADV
← JOHN VINCENT CAGGIANOAdvisorregistration: current employment
Jun 22, 2026 to presentfactForm ADV
← MELISSA YANOAdvisorregistration: current employment
Jun 12, 2026 to presentfactForm ADV
← TIMOTHY MARK WOLFEAdvisorregistration: current employment
Jun 10, 2026 to presentfactForm ADV
← LUCAS FORDAdvisorregistration: current employment
Jun 10, 2026 to presentfactForm ADV
← TYSON LANE MEILAdvisorregistration: current employment
Jun 10, 2026 to presentfactForm ADV
← JOHN WALTER GOINGAdvisorregistration: current employment
May 26, 2026 to presentfactForm ADV
← Michelle Marie LeichtnerAdvisorregistration: current employment
May 14, 2026 to presentfactForm ADV
← RICHARD J MOSSAdvisorregistration: current employment
May 8, 2026 to presentfactForm ADV
and 50 more

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 8, 2026
Team lift-out
2 advisors left United Planners' Financial Services OF America A Limited Partner (Roseville, CA) for The Ameriflex Group on the same day
Form ADVobserved 2 days ago
2 advisors
Occurred
Sep 2, 2026
Team lift-out
3 advisors left Osaic Wealth, Inc. (Bloomington, IL) for The Ameriflex Group within 2 days
Form ADVobserved 6 days ago
3 advisors
Occurred
Aug 11, 2026
Team lift-out
3 advisors left LPL Financial LLC (Jefferson City, MO) for The Ameriflex Group on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Jul 28, 2026
Team lift-out
2 advisors left ON Investment Management CO (Valparaiso, IN) for The Ameriflex Group on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jul 1, 2026
Team lift-out
3 advisors left Osaic Wealth, Inc. (Rochester, NY) for The Ameriflex Group within 8 days
Form ADVobserved 6 days ago
3 advisors
Occurred
Jun 10, 2026
Advisor changed firm
Ryan J Wrynn left The Ameriflex Group for Morgan Stanley (registered 2026-07-29)
Form ADVobserved 6 days ago
Occurred
May 29, 2026
Team lift-out
4 advisors left Osaic Wealth, Inc. (Lubbock, TX) for The Ameriflex Group within 18 days
Form ADVobserved 6 days ago
4 advisors
Occurred
May 18, 2026
Advisor changed firm
Davis Marshall Baker left The Ameriflex Group for Highpoint Planning Partners (registered 2026-06-10)
Form ADVobserved 6 days ago
Occurred
May 6, 2026
Team lift-out
3 advisors left Osaic Wealth, Inc. (Boca Raton, FL) for The Ameriflex Group on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Apr 21, 2026
Team lift-out
4 advisors left Osaic Wealth, Inc. (Dubois, PA) for The Ameriflex Group within 8 days
Form ADVobserved 6 days ago
4 advisors
Occurred
Apr 20, 2026
Advisor changed firm
Michael Donato left The Ameriflex Group for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2026-07-08)
Form ADVobserved 6 days ago
Occurred
Apr 13, 2026
Team lift-out
3 advisors left LPL Financial LLC (New Paltz, NY) for The Ameriflex Group within 14 days
Form ADVobserved 6 days ago
3 advisors
Occurred
Mar 2, 2026
Team lift-out
3 advisors left Kestra Advisory Services, LLC (Austin, TX) for The Ameriflex Group on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Feb 25, 2026
Advisor changed firm
Andre Rene Ramirez left The Ameriflex Group for Global Retirement Partners Llc (registered 2026-03-03)
Form ADVobserved 6 days ago
Occurred
Jan 9, 2026
Advisor changed firm
Katherine Jane Gillette left The Ameriflex Group for Ashton Thomas Private Wealth (registered 2026-04-29)
Form ADVobserved 6 days ago
Occurred
Dec 3, 2025
Advisor changed firm
Dale Barton Sailors left The Ameriflex Group for Osaic Wealth, Inc. (registered 2025-03-07)
Form ADVobserved 6 days ago
Occurred
Nov 17, 2025
Team lift-out
3 advisors left Commonwealth Financial Network (Plymouth, MA) for The Ameriflex Group on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Nov 3, 2025
Team lift-out
2 advisors left Commonwealth Financial Network (Syracuse, NY) for The Ameriflex Group on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Sep 30, 2025
Team lift-out
2 advisors left Osaic Wealth, Inc. (Livermore, CA) for The Ameriflex Group a day apart
Form ADVobserved 6 days ago
2 advisors
Occurred
Sep 8, 2025
Team lift-out
2 advisors left The Ameriflex Group (Greenwood Village, CO) for Nwf Advisory Services Inc on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Sep 8, 2025
Advisor changed firm
Jennifer Wernsing left The Ameriflex Group for Nwf Advisory Services Inc (registered 2025-10-24)
Form ADVobserved 6 days ago
Occurred
Sep 8, 2025
Advisor changed firm
Kelly Renee Rose left The Ameriflex Group for Nwf Advisory Services Inc (registered 2025-12-12)
Form ADVobserved 6 days ago
Occurred
Jul 17, 2025
Advisor changed firm
Roger Lee Olson left The Ameriflex Group for Cetera Investment Advisers Llc (registered 2025-06-27)
Form ADVobserved 6 days ago
Occurred
Jul 9, 2025
Team lift-out
2 advisors left Osaic Wealth, Inc. (Fullerton, CA) for The Ameriflex Group a day apart
Form ADVobserved 6 days ago
2 advisors
Occurred
Jul 3, 2025
Advisor changed firm
Matthew Allen Bartz left The Ameriflex Group for Osaic Wealth, Inc. (registered 2024-07-03)
Form ADVobserved 6 days ago
Occurred
Jun 11, 2025
Advisor changed firm
David John Hughes left The Ameriflex Group for Lpl Financial Llc (registered 2025-06-12)
Form ADVobserved 6 days ago
Occurred
May 5, 2025
Advisor changed firm
Jeffrey Paul Mcnaney left The Ameriflex Group for Nwf Advisory Services Inc (registered 2026-04-14)
Form ADVobserved 6 days ago
Occurred
Apr 25, 2025
Advisor changed firm
Jeremy Aguilar left The Ameriflex Group for Madison Avenue Securities, Llc (registered 2025-07-02)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2025
Regulatory AUM changed
The Ameriflex Group reported RAUM $9.4B, up 43% from $6.5B (2024-06-27 to 2025-03-31)
Form ADVobserved 6 days ago
$2.8B
Occurred
Mar 5, 2025
Team lift-out
2 advisors left Osaic Wealth, Inc. (Pennington, NJ) for The Ameriflex Group on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Feb 4, 2025
Team lift-out
3 advisors left Osaic Wealth, Inc. (Metairie, LA) for The Ameriflex Group within 3 days
Form ADVobserved 6 days ago
3 advisors
Occurred
Nov 7, 2024
Advisor changed firm
Alec M Mielnicki left The Ameriflex Group for T. Rowe Price Associates, Inc. (registered 2024-12-04)
Form ADVobserved 6 days ago
Occurred
Sep 17, 2024
Advisor changed firm
William Daniel Kelleher left The Ameriflex Group for Lpl Financial Llc (registered 2024-09-16)
Form ADVobserved 6 days ago
Occurred
Sep 17, 2024
Advisor changed firm
Brian Kelleher left The Ameriflex Group for Lpl Financial Llc (registered 2024-09-16)
Form ADVobserved 6 days ago
Occurred
Sep 13, 2024
Advisor changed firm
Brett Jerome Saddler left The Ameriflex Group for Independent Financial Group, Llc (registered 2024-09-30)
Form ADVobserved 6 days ago
Occurred
Aug 20, 2024
Team lift-out
3 advisors left Integrated Wealth Concepts LLC (Waltham, MA) for The Ameriflex Group within 3 days
Form ADVobserved 6 days ago
3 advisors
Occurred
Aug 1, 2024
Advisor changed firm
Tonya Bongiovanni Wester left The Ameriflex Group for Commonwealth Financial Network (registered 2024-08-13)
Form ADVobserved 6 days ago

Show 3 bookkeeping events

Occurred
Sep 15, 2026
Bradley Gilbert Gray added a NV registration at The Ameriflex Group
Occurred
Sep 11, 2026
Bradley Gilbert Gray added a AL registration at The Ameriflex Group
Occurred
Mar 31, 2025
The Ameriflex Group reported 110 offices beyond its principal office, up from 81 (2024-06-27 to 2025-03-31)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:59b23876-1826-d0eb-5034-688ac2a91d60
First observed: Nov 13, 2019
Last observed: Sep 11, 2026 10 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE AMERIFLEX GROUP

THE AMERIFLEX GROUP, INC., CRD 305585

LAS VEGAS, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:59b23876-1826-d0eb-5034-688ac2a91d60

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:32 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CINDY JANE BRYANT

n/a

Tempe, AZ

yes

BRETT WEILER FALLON

n/a

LAS VEGAS, NV | Tempe, AZ

yes

MATTHEW WAYNE JONES

n/a

Tempe, AZ

yes

THOMAS J GOODSON

Chartered Financial Consultant

Santa Barbara, CA | Las Vegas, NV

yes

ANDREW STEPHEN MANCUSO

Certified Financial Planner

Torrance, CA

yes

DIANA YOUA HEU

n/a

Las Vegas, NV | Santa Barbara, CA

yes

JESSE ANDREW KURRASCH

Certified Financial Planner

Las Vegas, NV

yes

KEITH TERRENCE KLEIN

Certified Financial Planner|Chartered Financial Consultant

Tempe, AZ

yes

Lawrence Paul Purcell

Certified Financial Planner

Boise, ID | LAS VEGAS, NV

yes

HANNAH M BUSCHBOM

Certified Financial Planner

LAS VEGAS, NV | Las Vegas, NV | Santa Barbara, CA

yes

MICHAEL GLENN PASHAK

n/a

LAS VEGAS, NV

yes

ARNOLD SAMUEL

n/a

Westlake Village, CA

yes

TAINA SHYLENE GUDE

n/a

LAS VEGAS, NV

yes

STEVEN MICHIO SMAILES

n/a

St. George, UT | Westlake Village, CA | LAS VEGAS, NV

yes

SHAWN MICHAEL MCELDERRY

n/a

LAS VEGAS, NV | Calabasas, CA

yes

KYLE JOHN SAENZ

n/a

Long Beach, CA | LAS VEGAS, NV

yes

SCOTT ALLAN CHELBERG

Certified Financial Planner

LAS VEGAS, NV | Carlsbad, CA

yes

ANDREW CHARLES BLUNT

Certified Financial Planner

LAS VEGAS, NV | DENVER, CO

yes

HEATHER LITZ PACHECO

Certified Financial Planner

DENVER, CO | LAS VEGAS, NV

yes

DEAN DOUGLAS DOWSON

n/a

DENVER, CO | LAS VEGAS, NV

yes

RYLAN ROZELL

Certified Financial Planner

LAS VEGAS, NV | Whitefish, MT | Bakersfield, CA

yes

RICK KEVIN CLUCK

Certified Financial Planner

LAS VEGAS, NV | Scottsdale, AZ

yes

VICTOR ROSS PEREBOOM

n/a

LAS VEGAS, NV | Scottsdale, AZ

CATHERINE VICTORIA GARCIA

Certified Financial Planner

LAS VEGAS, NV | Scottsdale, AZ | CHANDLER, AZ

yes

MICHELE ANN FORTNEY-LEACH

n/a

LAS VEGAS, NV | Westlake Village, CA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GOODSON, THOMAS, J

CHIEF EXECUTIVE OFFICER

yes

06/2019

Sep 11, 2026

HEU, DIANA, YOUA

CHIEF COMPLIANCE OFFICER

yes

06/2019

Sep 11, 2026

KURRASCH, JESSE, ANDREW

CHIEF OPERATING OFFICER

yes

06/2019

Sep 11, 2026

CAMBRIDGE INVESTMENT GROUP, INC.

Owner

12/2025

Sep 11, 2026

SHAFER, STEPHANIE, A

EXECUTIVE VICE PRESIDENT

10/2025

Sep 11, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AMERIFLEX BENEFITS CORPORATION

n/a

yes

n/a

AMERIFLEX GROUP SECURITIES, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Albuquerque

United States

yes

Tempe

United States

yes

Hays

United States

yes

Phoenix

United States

yes

Calabasas

United States

yes

Tucson

United States

yes

Pennington

United States

yes

Reno

United States

yes

Jamestown

United States

yes

Scottsdale

United States

yes

LA JOLLA

United States

yes

Sikeston

United States

yes

Pittsford

United States

yes

Casper

United States

yes

LA MESA

United States

yes

WESTLAKE VILLAGE

United States

yes

Englewood

United States

yes

Lakewood

United States

yes

Fredonia

United States

yes

Scottsdale

United States

yes

Scottsdale

United States

yes

Fullerton

United States

yes

Murrieta

United States

yes

Sterling

United States

yes

Columbus

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$9.7B

$8.0B

201

181

110

n/a

2024

Mar 31, 2025

$9.4B

$6.4B

166

110

n/a

2023

Mar 25, 2024

$6.5B

$4.2B

149

n/a

2022

Mar 30, 2023

$3.4B

$2.2B

n/a

2021

Mar 29, 2022

$3.0B

$1.9B

n/a

2020

Mar 30, 2021

$1.4B

$1.1B

n/a

2019

May 8, 2020

$163M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

2.9%

143

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$9.7B

$9.4B

3.2%

$3.4B

41.3%

201

166

110

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NWF ADVISORY SERVICES INC

Sep 8, 2025

Dec 12, 2025

GREENWOOD VILLAGE, CO

Team lift out

Ibd to RIA

1.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Sep 8, 2026

Sep 2, 2026

ROSEVILLE, CA

Team lift out

RIA to ibd

0.5%

OSAIC WEALTH, INC.

Sep 2, 2026

Aug 31, 2026

BLOOMINGTON, IL

Team lift out

Ibd to ibd

0.0%

LPL FINANCIAL LLC

Aug 11, 2026

Aug 3, 2026

JEFFERSON CITY, MO

Team lift out

Ibd to ibd

0.0%

ON INVESTMENT MANAGEMENT CO

Jul 28, 2026

VALPARAISO, IN

Team lift out

Ibd to ibd

1.0%

OSAIC WEALTH, INC.

Jul 1, 2026

Jul 6, 2026

ROCHESTER, NY

Team lift out

Ibd to ibd

0.0%

OSAIC WEALTH, INC.

May 29, 2026

Jun 10, 2026

LUBBOCK, TX

Team lift out

Ibd to ibd

0.1%

OSAIC WEALTH, INC.

May 6, 2026

May 8, 2026

BOCA RATON, FL

Team lift out

Ibd to ibd

0.0%

OSAIC WEALTH, INC.

Apr 21, 2026

Apr 28, 2026

DUBOIS, PA

Team lift out

Ibd to ibd

0.1%

LPL FINANCIAL LLC

Apr 13, 2026

Mar 31, 2026

NEW PALTZ, NY

Team lift out

Ibd to ibd

0.0%

KESTRA ADVISORY SERVICES, LLC

Mar 2, 2026

Mar 5, 2026

AUSTIN, TX

Team lift out

Ibd to ibd

0.1%

COMMONWEALTH FINANCIAL NETWORK

Nov 17, 2025

Dec 1, 2025

PLYMOUTH, MA

Team lift out

Ibd to ibd

0.1%

COMMONWEALTH FINANCIAL NETWORK

Nov 3, 2025

SYRACUSE, NY

Team lift out

Ibd to ibd

0.1%

OSAIC WEALTH, INC.

Sep 30, 2025

Sep 26, 2025

LIVERMORE, CA

Team lift out

Ibd to ibd

0.0%

OSAIC WEALTH, INC.

Jul 9, 2025

Jul 18, 2025

FULLERTON, CA

Team lift out

Ibd to ibd

0.0%

OSAIC WEALTH, INC.

Mar 5, 2025

Sep 29, 2023

PENNINGTON, NJ

Team lift out

Ibd to ibd

0.0%

OSAIC WEALTH, INC.

Feb 4, 2025

Feb 7, 2025

METAIRIE, LA

Team lift out

Ibd to ibd

0.0%

INTEGRATED WEALTH CONCEPTS LLC

Aug 20, 2024

Sep 25, 2024

WALTHAM, MA

Team lift out

RIA to ibd

0.9%

PRUCO SECURITIES, LLC

Apr 11, 2024

Apr 2, 2024

GREENWOOD VILLAGE, CO

Team lift out

Ibd to ibd

0.3%

MAIN STREET ADVISORS, LLC

Mar 28, 2024

Oct 17, 2023

HAYS, KS

Team lift out

Other

40.0%

SCF INVESTMENT ADVISORS, INC.

Feb 7, 2024

DALLAS, TX

Team lift out

Ibd to ibd

1.7%