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

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

Feb 25, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Feb 25, 2004

First registration

May 6, 2004

Dual registered

yes, broker-dealer

Other names

SALLY PUTNAM|SARAH PUTNAM|SARAH LYNN PUTNAM

IAPD individual key

4748505

• Occurred

  May 19, 2023
  Advisor changed firm

  Sally Lynn Putnam left Principal Securities, Inc. for The Ameriflex Group (registered 2023-05-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ada52891-2fe4-3122-4df1-b8d734cf0322

First observed

May 6, 2004

Last observed

Sep 14, 2026 6 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.