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

Apr 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63|S66

First exam

Jul 17, 2021

First registration

Jul 19, 2021

Dual registered

yes, broker-dealer

Other names

Zach Fitzpatrick

IAPD individual key

6729736

• Occurred

  Sep 8, 2022
  Advisor changed firm

  Zachary R Fitzpatrick left Cadaret Grant & Co Inc for The Ameriflex Group (registered 2025-11-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b20225bb-40a9-9e43-4dce-6d7e34e89259

First observed

Jul 19, 2021

Last observed

Sep 15, 2026 4 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.