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Advisor at THE AMERIFLEX GROUP
Plymouth, MA | 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 | Nov 20, 2025 | n/a | yes | LAS VEGAS, NV|Plymouth, MA | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Oct 15, 2024 | Nov 17, 2025 | no | Plymouth, MA|Wakefield, MA|PLYMOUTH, MA | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | May 22, 2024 | Oct 31, 2024 | no | WALTHAM, MA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Feb 23, 2023 | Mar 13, 2024 | no | PORTSMOUTH, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | THE AMERIFLEX GROUP | Nov 17, 2025 | Nov 20, 2025 | 3 | Firm change | Ibd to ibd |
| EAGLE STRATEGIES LLC | COMMONWEALTH FINANCIAL NETWORK | Oct 31, 2024 | Oct 15, 2024 | -16 | Firm change | Ibd to ibd |
| EQUITABLE ADVISORS, LLC | EAGLE STRATEGIES LLC | Mar 13, 2024 | May 22, 2024 | 70 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8032:305585:MA:2025-11-17 | Nov 17, 2025 | Nov 20, 2025 | PLYMOUTH, MA | Firm change |