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

Elisabeth M Mays

The Ameriflex GroupBD affiliatedLas Vegas, Nv dual registrantIAPD 1265976

Feed of 09/14/2026

Also filed as Elizabeth Marie Mays

At current firm

0 y

since Nov 5, 2025

In the industry

29 y

since Jun 5, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

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 Nov 5, 2025 · Las Vegas, Nv
Osaic Wealth, Inc. BD affiliated
Aug 1, 2023 to Nov 4, 2025 · Scottsdale, Az
Securities America Advisors, Inc. former
Nov 21, 2022 to Jun 14, 2024 · La Vista, Ne
Hub Investment Partners, LLC independent RIA
Jan 4, 2022 to Jan 3, 2023 · Austin, Tx
Hub Investment Partners, LLC independent RIA
Sep 1, 2021 to Dec 31, 2021 · Concord, Ca
Hub Investment Advisors, Inc former
Aug 14, 2020 to Dec 13, 2022 · Concord, Ca
Hub International Investment Advisory Services Inc. former
Sep 16, 2019 to Mar 31, 2022 · Concord, Ca
Sheridan Road Advisors, LLC, A Hub International Company former
Sep 16, 2019 to Oct 25, 2022 · Concord, Ca
Hub International Investment Services Inc. unclassified
Aug 31, 2017 to Nov 29, 2022 · Concord, Ca
Foothill Securities, Inc. former
Feb 10, 2015 to Nov 23, 2015 · Santa Clara, Ca
Charles Schwab & Co., Inc. national BD
Apr 4, 2013 to Sep 4, 2014 · San Francisco, Ca
Financial Telesis, Inc. former
Jul 31, 2007 to May 14, 2012 · San Rafael, Ca
Cetera Advisor Networks LLC former
Nov 14, 2006 to Jul 30, 2007 · Livermore, Ca
Essex National Securities, Inc. former
Jan 20, 2004 to Sep 1, 2006 · Napa, Ca

Moves

a registration end followed by a registration begin elsewhere

Osaic Wealth, Inc. to The Ameriflex Group
left Nov 4, 2025, registered Nov 5, 2025 (1 days) · Affiliated broker-dealer or bank to another
Securities America Advisors, Inc. to Osaic Wealth, Inc.
left Jun 14, 2024, registered Aug 1, 2023 (-318 days) · corporate re-registration, not a move
Hub Investment Partners, LLC to Securities America Advisors, Inc.
left Jan 3, 2023, registered Nov 21, 2022 (-43 days) · Other
Hub Investment Advisors, Inc to Hub Investment Partners, LLC
left Dec 13, 2022, registered Sep 1, 2021 (-468 days) · Other
Hub International Investment Services Inc. to Hub International Investment Advisory Services Inc.
left Nov 29, 2022, registered Sep 16, 2019 (-1170 days) · Other
Sheridan Road Advisors, LLC, A Hub International Company to Hub Investment Advisors, Inc
left Oct 25, 2022, registered Aug 14, 2020 (-802 days) · channel change inside one enterprise, not a move
Hub International Investment Advisory Services Inc. to Sheridan Road Advisors, LLC, A Hub International Company
left Mar 31, 2022, registered Sep 16, 2019 (-927 days) · Other
Foothill Securities, Inc. to Hub International Investment Services Inc.
left Nov 23, 2015, registered Aug 31, 2017 (647 days) · Other
Charles Schwab & Co., Inc. to Foothill Securities, Inc.
left Sep 4, 2014, registered Feb 10, 2015 (159 days) · Other
Financial Telesis, Inc. to Charles Schwab & Co., Inc.
left May 14, 2012, registered Apr 4, 2013 (325 days) · Other
Cetera Advisor Networks LLC to Financial Telesis, Inc.
left Jul 30, 2007, registered Jul 31, 2007 (1 days) · Other
Essex National Securities, Inc. to Cetera Advisor Networks LLC
left Sep 1, 2006, registered Nov 14, 2006 (74 days) · Other

Signals

Elisabeth M Mays left Osaic Wealth, Inc. for The Ameriflex Group (registered 2025-11-05)
Nov 4, 2025 · Advisor changed firm · fact
Elisabeth M Mays left Hub Investment Partners, Llc for Securities America Advisors, Inc. (registered 2022-11-21)
Jan 3, 2023 · Advisor changed firm · fact
Elisabeth M Mays left Hub Investment Advisors, Inc for Hub Investment Partners, Llc (registered 2021-09-01)
Dec 13, 2022 · Advisor changed firm · fact
Elisabeth M Mays left Hub International Investment Services Inc. for Hub International Investment Advisory Services Inc. (registered 2019-09-16)
Nov 29, 2022 · Advisor changed firm · fact
Elisabeth M Mays left Hub International Investment Advisory Services Inc. for Sheridan Road Advisors, Llc, A Hub International Company (registered 2019-09-16)
Mar 31, 2022 · 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: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address