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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)43 years in industry

ROBERT LEROY CHESS

Advisor at THE AMERIFLEX GROUP

Erie, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jun 20, 2001 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 30, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 30, 1983
First registration: Jun 20, 2001
Dual registered: yes, broker-dealer
Other names: BOB LEROY CHESS
IAPD individual key: 1174758

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	Apr 28, 2026	n/a	yes	Erie, PA	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jun 14, 2024	Apr 29, 2026	no	ERIE, PA	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Jul 17, 2020	Jun 14, 2024	no	ERIE, PA	Previous registration
INVESTACORP ADVISORY SERVICES INC	Former SEC adviser	Jan 21, 2014	Jul 17, 2020	no	ERIE, PA\|ERIE, PA	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Dec 7, 2006	Jan 22, 2014	no	ERIE, PA\|APPLETON, WI\|ERIE, PA	Previous registration
INVESTORS CAPITAL ADVISORY	Former SEC adviser	Jan 10, 2005	Dec 8, 2006	no	BRIDGEVILLE, PA\|ERIE, PA\|LYNNFIELD, MA	Previous registration
EASTERN POINT ADVISORS INC.	n/a	Jun 20, 2001	Dec 31, 2004	no	ERIE, 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
OSAIC WEALTH, INC.	THE AMERIFLEX GROUP	Apr 29, 2026	Apr 28, 2026	-1	Firm change	Ibd to ibd
SECURITIES AMERICA ADVISORS, INC.	OSAIC WEALTH, INC.	Jun 14, 2024	Jun 14, 2024	0	Bulk transfer	Ibd to ibd
INVESTACORP ADVISORY SERVICES INC	SECURITIES AMERICA ADVISORS, INC.	Jul 17, 2020	Jul 17, 2020	0	Bulk transfer	Ibd to ibd
INVEST FINANCIAL CORPORATION	INVESTACORP ADVISORY SERVICES INC	Jan 22, 2014	Jan 21, 2014	-1	Firm change	Other
INVESTORS CAPITAL ADVISORY	INVEST FINANCIAL CORPORATION	Dec 8, 2006	Dec 7, 2006	-1	Firm change	Other
EASTERN POINT ADVISORS INC.	INVESTORS CAPITAL ADVISORY	Dec 31, 2004	Jan 10, 2005	10	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
23131:305585:PA:2026-04-21	Apr 29, 2026	Apr 28, 2026	ERIE, PA	Firm change

Relationships

Registered with (7)

→ THE AMERIFLEX GROUPRegistered adviserregistration: current employment
Apr 28, 2026 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jun 14, 2024 to Apr 29, 2026factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Jul 17, 2020 to Jun 14, 2024factForm ADV
→ INVESTACORP ADVISORY SERVICES INCRegistered adviserregistration: previous registration
Jan 21, 2014 to Jul 17, 2020factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Dec 7, 2006 to Jan 22, 2014factForm ADV
→ INVESTORS CAPITAL ADVISORYRegistered adviserregistration: previous registration
Jan 10, 2005 to Dec 8, 2006factForm ADV
→ EASTERN POINT ADVISORS INC.Registered adviserregistration: previous registration
Jun 20, 2001 to Dec 31, 2004factForm ADV

Dated events

Occurred
Apr 29, 2026
Advisor changed firm
Robert Leroy Chess left Osaic Wealth, Inc. for The Ameriflex Group (registered 2026-04-28)
Form ADVobserved 5 days ago