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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

JONATHAN DAVID FRAZIER

Advisor at THE AMERIFLEX GROUP

Braselton, GA | LAS VEGAS, NV

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Search this name across graphsid dfx:ria:72b9101a-7006-ac8b-799b-9cd2a63c2e56

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Mar 26, 2003 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: Apr 23, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Apr 23, 2001
First registration: Mar 26, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 4364934

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 5, 2026	n/a	yes	Braselton, GA\|LAS VEGAS, NV	Current employment
BLUE MONARCH FINANCIAL INC.	State registered	Jan 28, 2026	Aug 12, 2026	no	Braselton, GA\|GREENVILLE, TX	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Sep 1, 2023	Nov 5, 2025	no	SCOTTSDALE, AZ	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Jun 19, 2018	Sep 1, 2023	no	SCOTTSDALE, AZ	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Dec 4, 2007	Nov 3, 2023	no	ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA	Previous registration
ADVANTAGE CAPITAL CORPORATION	n/a	Dec 4, 2007	Mar 3, 2009	no	ATLANTA, GA	Previous registration
INVESTMENT ADVISORS INTERNATIONAL, INC.	n/a	Jan 4, 2007	Mar 6, 2007	no	DULUTH, GA	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Mar 26, 2003	Sep 5, 2006	no	DULUTH, GA	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
BLUE MONARCH FINANCIAL INC.	THE AMERIFLEX GROUP	Aug 12, 2026	Aug 5, 2026	-7	Firm change	Other
OSAIC WEALTH, INC.	BLUE MONARCH FINANCIAL INC.	Nov 5, 2025	Jan 28, 2026	84	Firm change	Ibd to state RIA
FSC SECURITIES CORPORATION	SAGEPOINT FINANCIAL, INC.	Nov 3, 2023	Jun 19, 2018	-1,963	Channel change	Ibd to ibd
SAGEPOINT FINANCIAL, INC.	OSAIC WEALTH, INC.	Sep 1, 2023	Sep 1, 2023	0	Bulk transfer	Ibd to ibd
ADVANTAGE CAPITAL CORPORATION	FSC SECURITIES CORPORATION	Mar 3, 2009	Dec 4, 2007	-455	Firm change after gap	Other
INVESTMENT ADVISORS INTERNATIONAL, INC.	ADVANTAGE CAPITAL CORPORATION	Mar 6, 2007	Dec 4, 2007	273	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	INVESTMENT ADVISORS INTERNATIONAL, INC.	Sep 5, 2006	Jan 4, 2007	121	Firm change	Other

Relationships

Registered with (8)

→ THE AMERIFLEX GROUPRegistered adviserregistration: current employment
Aug 5, 2026 to presentfactForm ADV
→ BLUE MONARCH FINANCIAL INC.Registered adviserregistration: previous registration
Jan 28, 2026 to Aug 12, 2026factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Sep 1, 2023 to Nov 5, 2025factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Dec 4, 2007 to Nov 3, 2023factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Jun 19, 2018 to Sep 1, 2023factForm ADV
→ ADVANTAGE CAPITAL CORPORATIONRegistered adviserregistration: previous registration
Dec 4, 2007 to Mar 3, 2009factForm ADV
→ INVESTMENT ADVISORS INTERNATIONAL, INC.Registered adviserregistration: previous registration
Jan 4, 2007 to Mar 6, 2007factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 26, 2003 to Sep 5, 2006factForm ADV

Dated events

Occurred
Aug 12, 2026
Advisor changed firm
Jonathan David Frazier left Blue Monarch Financial Inc. for The Ameriflex Group (registered 2026-08-05)
Form ADVobserved 4 days ago
Occurred
Nov 5, 2025
Advisor changed firm
Jonathan David Frazier left Osaic Wealth, Inc. for Blue Monarch Financial Inc. (registered 2026-01-28)
Form ADVobserved 4 days ago