DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Robert Leroy Chess

The Ameriflex GroupBD affiliatedErie, Padual registrantIAPD 1174758

Certified Financial Planner

Feed of 09/14/2026

Also filed as Bob Leroy Chess

At current firm

0 y

since Apr 28, 2026

In the industry

43 y

since Aug 30, 1983 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

The Ameriflex Group BD affiliated current
since Apr 28, 2026 · Erie, Pa
Osaic Wealth, Inc. BD affiliated
Jun 14, 2024 to Apr 29, 2026 · Erie, Pa
Securities America Advisors, Inc. former
Jul 17, 2020 to Jun 14, 2024 · Erie, Pa
Investacorp Advisory Services Inc former
Jan 21, 2014 to Jul 17, 2020 · Erie, Pa
Invest Financial Corporation former
Dec 7, 2006 to Jan 22, 2014 · Erie, Pa
Investors Capital Advisory former
Jan 10, 2005 to Dec 8, 2006 · Bridgeville, Pa
Eastern Point Advisors Inc. unclassified
Jun 20, 2001 to Dec 31, 2004 · Erie, Pa

Moves

a registration end followed by a registration begin elsewhere

Osaic Wealth, Inc. to The Ameriflex Group
left Apr 29, 2026, registered Apr 28, 2026 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
Securities America Advisors, Inc. to Osaic Wealth, Inc.
left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
Investacorp Advisory Services Inc to Securities America Advisors, Inc.
left Jul 17, 2020, registered Jul 17, 2020 (0 days) · corporate re-registration, not a move
Invest Financial Corporation to Investacorp Advisory Services Inc
left Jan 22, 2014, registered Jan 21, 2014 (-1 days) · Other
Investors Capital Advisory to Invest Financial Corporation
left Dec 8, 2006, registered Dec 7, 2006 (-1 days) · Other
Eastern Point Advisors Inc. to Investors Capital Advisory
left Dec 31, 2004, registered Jan 10, 2005 (10 days) · corporate re-registration, not a move

Signals

Robert Leroy Chess left Osaic Wealth, Inc. for The Ameriflex Group (registered 2026-04-28)
Apr 29, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 43derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address