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.

Current firm

NWF ADVISORY SERVICES INC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 23, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jul 23, 2009

First registration

Jul 24, 2009

Dual registered

yes, broker-dealer

IAPD individual key

5676389

• Occurred

  Apr 11, 2024
  Advisor changed firm

  David Lambert Bear left Pruco Securities, Llc for The Ameriflex Group (registered 2024-04-02)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6c14b3f7-4f25-60f6-4405-ca984e93f685

First observed

Jul 24, 2009

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed 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.