DFX Intelligence
Advisors
Advisors registered through The Ameriflex GroupAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
209 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Zachary J Weimann dual registrant | The Ameriflex Group BD affiliated | Columbus, Oh | Oct 27, 2022 | 15 y | 1 | 1 |
| Rolly Randolph White dual registrant | The Ameriflex Group BD affiliated | Gilbert, Az | Jun 2, 2021 | 22 y | 4 | 1 |
| Jonathan Whitmore Certified Financial Planner · dual registrant | The Ameriflex Group BD affiliated | Fullerton, Ca | Jul 18, 2025 | 18 y | 2 | 1 |
| R•••••• A••• W••••• Certified Financial Planner · dual registrant | T•• A•••••••• G•••• BD affiliated | Reno, Nv | Jul 15, 2020 | 34 y | 1 | 1 |
| G•••••• R••• W••••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | T•• A•••••••• G•••• BD affiliated | Denver, Co | Apr 18, 2023 | 24 y | 2 | 2 |
| T•••••• M••• W•••• dual registrant | T•• A•••••••• G•••• BD affiliated | Lubbock, Tx | Jun 10, 2026 | 34 y | 2 | 1 |
| M•••••• Y••• Certified Financial Planner | T•• A•••••••• G•••• BD affiliated | Las Vegas, Nv | Jun 12, 2026 | 14 y | 1 | 1 |
| D•••• G••• Y•••• dual registrant | T•• A•••••••• G•••• BD affiliated | Las Vegas, Nv | Jun 29, 2026 | 27 y | 3 | 1 |
| J••••••• R•• Z•••••• Certified Financial Planner · dual registrant | T•• A•••••••• G•••• BD affiliated | Tempe, Az | May 26, 2021 | 27 y | 2 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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