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Advisor at THE AMERIFLEX GROUP
Tempe, AZ
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 | May 25, 2021 | n/a | yes | Tempe, AZ | Current employment |
| SAGEPOINT FINANCIAL, INC. | Former SEC adviser | Dec 5, 2006 | Feb 25, 2022 | no | PHOENIX, AZ|SCOTTSDALE, AZ|Scottsdale, AZ | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Oct 18, 2004 | Dec 1, 2006 | no | PHOENIX, AZ|PHOENIX, AZ|SCOTTSDALE, AZ|SCOTTSDALE, AZ|PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAGEPOINT FINANCIAL, INC. | THE AMERIFLEX GROUP | Feb 25, 2022 | May 25, 2021 | -276 | Firm change after gap | Ibd to RIA |
| WELLS FARGO INVESTMENTS, LLC | SAGEPOINT FINANCIAL, INC. | Dec 1, 2006 | Dec 5, 2006 | 4 | Firm change | Other |