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Advisor at THE AMERIFLEX GROUP
Columbus, OH
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 | Oct 26, 2022 | n/a | yes | Columbus, OH | Current employment |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Feb 3, 2003 | Nov 2, 2022 | no | Dublin, OH|DUBLIN, OH|Dublin, OH|DUBLIN, OH|COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | THE AMERIFLEX GROUP | Nov 2, 2022 | Oct 26, 2022 | -7 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 1137:305585:OH:2022-11-02 | Nov 2, 2022 | Oct 26, 2022 | COLUMBUS, OH | Firm change |