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

Jonathan David Frazier

The Ameriflex GroupBD affiliatedBraselton, Ga dual registrantIAPD 4364934

Feed of 09/14/2026

At current firm

0 y

since Aug 5, 2026

In the industry

25 y

since Apr 23, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

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 Aug 5, 2026 · Braselton, Ga
Blue Monarch Financial Inc. state registered
Jan 28, 2026 to Aug 12, 2026 · Braselton, Ga
Osaic Wealth, Inc. BD affiliated
Sep 1, 2023 to Nov 5, 2025 · Scottsdale, Az
Sagepoint Financial, Inc. former
Jun 19, 2018 to Sep 1, 2023 · Scottsdale, Az
Advantage Capital Corporation unclassified
Dec 4, 2007 to Mar 3, 2009 · Atlanta, Ga
Fsc Securities Corporation former
Dec 4, 2007 to Nov 3, 2023 · Atlanta, Ga
Investment Advisors International, Inc. unclassified
Jan 4, 2007 to Mar 6, 2007 · Duluth, Ga
Transamerica Financial Advisors, LLC BD affiliated
Mar 26, 2003 to Sep 5, 2006 · Duluth, Ga

Moves

a registration end followed by a registration begin elsewhere

Blue Monarch Financial Inc. to The Ameriflex Group
left Aug 12, 2026, registered Aug 5, 2026 (-7 days) · Other
Osaic Wealth, Inc. to Blue Monarch Financial Inc.
left Nov 5, 2025, registered Jan 28, 2026 (84 days) · Affiliated broker-dealer or bank to a state-registered adviser
Fsc Securities Corporation to Sagepoint Financial, Inc.
left Nov 3, 2023, registered Jun 19, 2018 (-1963 days) · channel change inside one enterprise, not a move
Sagepoint Financial, Inc. to Osaic Wealth, Inc.
left Sep 1, 2023, registered Sep 1, 2023 (0 days) · corporate re-registration, not a move
Advantage Capital Corporation to Fsc Securities Corporation
left Mar 3, 2009, registered Dec 4, 2007 (-455 days) · Other
Investment Advisors International, Inc. to Advantage Capital Corporation
left Mar 6, 2007, registered Dec 4, 2007 (273 days) · Other
Transamerica Financial Advisors, LLC to Investment Advisors International, Inc.
left Sep 5, 2006, registered Jan 4, 2007 (121 days) · Other

Signals

Jonathan David Frazier left Blue Monarch Financial Inc. for The Ameriflex Group (registered 2026-08-05)
Aug 12, 2026 · Advisor changed firm · fact
Jonathan David Frazier left Osaic Wealth, Inc. for Blue Monarch Financial Inc. (registered 2026-01-28)
Nov 5, 2025 · 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address