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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 | Dec 18, 2019 | n/a | yes | Tempe, AZ | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Feb 7, 2024 | Jul 9, 2025 | no | TEMPE, AZ | Previous registration |
| SAGEPOINT FINANCIAL, INC. | Former SEC adviser | Oct 12, 2010 | May 19, 2020 | no | PHOENIX, AZ|CHANDLER, AZ|TEMPE, AZ|SCOTTSDALE, AZ | Previous registration |
| RG ADVISOR GROUP | Former SEC adviser | Mar 16, 2006 | Nov 29, 2010 | no | SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | n/a | Jul 9, 2025 | n/a | n/a | Departure no registered destination | Departure |
| SAGEPOINT FINANCIAL, INC. | THE AMERIFLEX GROUP | May 19, 2020 | Dec 18, 2019 | -153 | Firm change after gap | Ibd to new firm |
| RG ADVISOR GROUP | SAGEPOINT FINANCIAL, INC. | Nov 29, 2010 | Oct 12, 2010 | -48 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 133763:305585:AZ:2020-05-19 | May 19, 2020 | Dec 18, 2019 | SCOTTSDALE, AZ | Firm change after gap |