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.
SEC-registered adviser
The Ameriflex Group
Legal name The Ameriflex Group, Inc.
Latest filing Sep 11, 2026
First filing on the tape Nov 13, 2019 · 37 filings
SEC status approved since Dec 13, 2019
RAUM
$9.7B
reported, Item 5.F
Discretionary
83%
of RAUM
Private clients
90%
$8.6B individuals and HNW
Advisors
209
registered through the firm on IAPD
RAUM per advisor
$46.2M
derived; firm RAUM over IAPD count
Employees
201
181 advisory (5.B.1)
Offices
110
beyond the principal office
Private funds
0
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$9.7B as of Aug 4, 2026
May 8, 2020$163M then
HNW client RAUM$5.0B as of Aug 4, 2026
May 8, 2020$73.0M then
State-registered IARs (5.B.3)181 as of Aug 4, 2026
May 8, 202028 then
Employees (5.A)201 as of Aug 4, 2026
May 8, 202032 then
Private funds: no history
RAUM +3.2% over the last fiscal year+41% a year over threeIARs 166 to 181
Practice profile
derived from the filing of Sep 11, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $46.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 75derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $313,144derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 83%derivedof RAUM
- Institutional
- 9.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.9derived111 offices incl. principal (1.F.5)
- RAUM growth, one year
- +3.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- +9.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -1.1%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$5.0B51%
- Individuals$3.7B38%
- Pension and profit-sharing plans$803M8.3%
- Corporations and businesses$110M1.1%
- Charitable organizations$99.7M1.0%
- Individual clients
- 13,495reported
- HNW clients
- 2,229reported
- Pension plan clients
- 357reported
- Charitable clients
- 41reported
- Accounts
- 30,843reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- $0 sponsored, $244M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.9 fund_share=0.0 institutional_share=0.09 related_bd=true related_bank=false bd_reps=181.0derived
Advisors registered through the firm
209 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Bryan Scott Pecherek | West Point, Pa | Feb 14, 2018 | 25 y | 6 |
| Brett Weiler Fallon | Las Vegas, Nv | Dec 18, 2019 | 27 y | 4 |
| Cindy Jane Bryant | Tempe, Az | Dec 18, 2019 | 30 y | 3 |
| Matthew Wayne Jones | Tempe, Az | Dec 18, 2019 | 26 y | 1 |
| Thomas J GoodsonChartered Financial Consultant | Santa Barbara, Ca | Jan 10, 2020 | 41 y | 4 |
| Andrew Stephen MancusoCertified Financial Planner | Torrance, Ca | Jan 22, 2020 | 15 y | 2 |
| Diana Youa Heu | Las Vegas, Nv | Jan 29, 2020 | 17 y | 2 |
| Jesse Andrew KurraschCertified Financial Planner | Las Vegas, Nv | Jan 29, 2020 | 14 y | 1 |
| Keith Terrence KleinCertified Financial Planner, Chartered Financial Consultant | Tempe, Az | Feb 1, 2020 | 31 y | 3 |
| Lawrence Paul PurcellCertified Financial Planner | Boise, Id | Feb 7, 2020 | 26 y | 3 |
| Hannah M BuschbomCertified Financial Planner | Las Vegas, Nv | Feb 12, 2020 | 16 y | 1 |
| Michael Glenn Pashak | Las Vegas, Nv | Mar 16, 2020 | 29 y | 5 |
| Arnold Samuel | Westlake Village, Ca | Mar 16, 2020 | 25 y | 4 |
| Taina Shylene Gude | Las Vegas, Nv | Mar 16, 2020 | 24 y | 6 |
| Kyle John Saenz | Long Beach, Ca | Apr 22, 2020 | 19 y | 3 |
| Shawn Michael Mcelderry | Las Vegas, Nv | Apr 22, 2020 | 26 y | 5 |
| Steven Michio Smailes | St. George, Ut | Apr 22, 2020 | 12 y | 3 |
| Scott Allan ChelbergCertified Financial Planner | Las Vegas, Nv | Apr 27, 2020 | 29 y | 3 |
| Andrew Charles BluntCertified Financial Planner | Las Vegas, Nv | Apr 30, 2020 | 26 y | 1 |
| Dean Douglas Dowson | Denver, Co | Apr 30, 2020 | 19 y | 3 |
| Heather Litz PachecoCertified Financial Planner | Denver, Co | Apr 30, 2020 | 25 y | 3 |
| Rylan RozellCertified Financial Planner | Las Vegas, Nv | May 1, 2020 | 19 y | 2 |
| Catherine Victoria GarciaCertified Financial Planner | Las Vegas, Nv | May 4, 2020 | 27 y | 3 |
| Victor Ross Pereboom | Las Vegas, Nv | May 4, 2020 | 46 y | 2 |
| Rick Kevin CluckCertified Financial Planner | Las Vegas, Nv | May 4, 2020 | 39 y | 3 |
| Michele Ann Fortney-Leach | Las Vegas, Nv | May 21, 2020 | 35 y | 3 |
| Laura Renee Leach | Las Vegas, Nv | Jul 9, 2020 | 10 y | 2 |
| Richard Alan WickesCertified Financial Planner | Reno, Nv | Jul 15, 2020 | 34 y | 1 |
| Joey Mecham | Reno, Nv | Jul 15, 2020 | 32 y | 2 |
| Marshall C Moua | Las Vegas, Nv | Jul 27, 2020 | 14 y | 1 |
| Andrew M Rores | Las Vegas, Nv | Jul 27, 2020 | 11 y | 1 |
| James Byron UnderhillCertified Financial Planner | Las Vegas, Nv | Jul 30, 2020 | 29 y | 2 |
| Jordan Joseph UnderhillCertified Financial Planner | Las Vegas, Nv | Jul 30, 2020 | 14 y | 1 |
| Debra K. Barton | Denver, Co | Jul 31, 2020 | 19 y | 4 |
| Marshall Scott HuddlestonChartered Financial Consultant | Las Vegas, Nv | Aug 6, 2020 | 43 y | 4 |
| Allen Stuart Taylor | Orange, Ca | Aug 6, 2020 | 21 y | 4 |
| Sherry Jo Taylor | Orange, Ca | Aug 6, 2020 | 57 y | 4 |
| Timothy Glen RedmondCertified Financial Planner | Fullerton, Ca | Aug 7, 2020 | 29 y | 6 |
| Mark MarklandCertified Financial Planner | El Segundo, Ca | Aug 21, 2020 | 32 y | 5 |
| Brian Thomas Mcconnell | Las Vegas, Nv | Sep 22, 2020 | 20 y | 6 |
Advisor movement
6 left, 56 joined in 12 months
net +50 in 12 months0 left in 90 days20 joined in 90 daysdeparture rate 2.9% of current headcount23 left over 36 months
Left, latest
- Ryan J Wrynn to Morgan StanleyJun 10, 2026 · Affiliated broker-dealer or bank to wirehouse
- Davis Marshall Baker to Highpoint Planning PartnersMay 18, 2026 · Affiliated broker-dealer or bank to independent RIA
- Michael Donato to Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 20, 2026 · Affiliated broker-dealer or bank to wirehouse
- Andre Rene Ramirez to Global Retirement Partners LLCFeb 25, 2026 · Other
- Katherine Jane Gillette to Ashton Thomas Private WealthJan 9, 2026 · Affiliated broker-dealer or bank to independent RIA
- Dale Barton Sailors to Osaic Wealth, Inc.Dec 3, 2025 · Affiliated broker-dealer or bank to another
- Kelly Renee Rose to Nwf Advisory Services IncSep 8, 2025 · Affiliated broker-dealer or bank to independent RIA
- Jennifer Wernsing to Nwf Advisory Services IncSep 8, 2025 · Affiliated broker-dealer or bank to independent RIA
- Roger Lee Olson to Cetera Investment Advisers LLCJul 17, 2025 · Affiliated broker-dealer or bank to another
- Matthew Allen Bartz to Osaic Wealth, Inc.Jul 3, 2025 · Affiliated broker-dealer or bank to another
- David John Hughes to LPL Financial LLCJun 11, 2025 · Affiliated broker-dealer or bank to another
- Jeffrey Paul Mcnaney to Nwf Advisory Services IncMay 5, 2025 · Affiliated broker-dealer or bank to independent RIA
- Jeremy Aguilar to Madison Avenue Securities, LLCApr 25, 2025 · Affiliated broker-dealer or bank to another
- Alec M Mielnicki to T. Rowe Price Associates, Inc.Nov 7, 2024 · Other
- William Daniel Kelleher to LPL Financial LLCSep 17, 2024 · Affiliated broker-dealer or bank to another
Joined, latest
- Bradley Gilbert Gray from Raymond James & Associates, Inc.Sep 11, 2026 · Affiliated broker-dealer or bank to another
- Charles Hardin Harrison from United Planners' Financial Services Of America A Limited PartnerSep 2, 2026 · RIA to affiliated broker-dealer or bank
- Haldun Arin from United Planners' Financial Services Of America A Limited PartnerSep 2, 2026 · RIA to affiliated broker-dealer or bank
- Joshua Brooks from Osaic Wealth, Inc.Aug 31, 2026 · Affiliated broker-dealer or bank to another
- Nathaniel Scott Farney from Osaic Wealth, Inc.Aug 31, 2026 · Affiliated broker-dealer or bank to another
- Peter David Falstad from Osaic Wealth, Inc.Aug 31, 2026 · Affiliated broker-dealer or bank to another
- Paul B Ellis from Park Avenue Securities LLCAug 10, 2026 · Affiliated broker-dealer or bank to another
- Jonathan David Frazier from Blue Monarch Financial Inc.Aug 5, 2026 · Other
- Megan Elizabeth Pecherek from LPL Financial LLCAug 3, 2026 · Affiliated broker-dealer or bank to another
- Nathaniel Schuyler Pecherek from LPL Financial LLCAug 3, 2026 · Affiliated broker-dealer or bank to another
- Glen Joseph Reinkemeyer from LPL Financial LLCAug 3, 2026 · Affiliated broker-dealer or bank to another
- Timothy Patrick Reidy from On Investment Management CoJul 28, 2026 · Affiliated broker-dealer or bank to another
- Timothy Patrick Reidy from On Investment Management CoJul 28, 2026 · Affiliated broker-dealer or bank to another
- William George Pendleton from On Investment Management CoJul 28, 2026 · Affiliated broker-dealer or bank to another
- Jessica Anne Sturino from Cambridge Investment Research Advisors, Inc.Jul 24, 2026 · Affiliated broker-dealer or bank to another
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Nwf Advisory Services IncSep 8, 2025 · Greenwood Village, Co
- 2 joined from United Planners' Financial Services Of America A Limited PartnerSep 8, 2026 · Roseville, Ca
- 3 joined from Osaic Wealth, Inc.Sep 2, 2026 · Bloomington, Il
- 3 joined from LPL Financial LLCAug 11, 2026 · Jefferson City, Mo
- 2 joined from On Investment Management CoJul 28, 2026 · Valparaiso, In
- 3 joined from Osaic Wealth, Inc.Jul 1, 2026 · Rochester, Ny
- 4 joined from Osaic Wealth, Inc.May 29, 2026 · Lubbock, Tx
- 3 joined from Osaic Wealth, Inc.May 6, 2026 · Boca Raton, Fl
- 4 joined from Osaic Wealth, Inc.Apr 21, 2026 · Dubois, Pa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- J Thomas Goodson · Chief Executive Officercontrolsince 06/2019 · owns 50% to 75%
- Youa Diana Heu · Chief Compliance Officercontrolsince 06/2019 · owns less than 5%
- Andrew Jesse Kurrasch · Chief Operating Officercontrolsince 06/2019 · owns less than 5%
- A Stephanie Shafer · Executive Vice Presidentsince 10/2025 · owns less than 5%
Entity owners
- Cambridge Investment Group, Inc. · Ownerdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- Ameriflex Benefits Corporationreal estaten
- Ameriflex Group Securities, Inc.broker-dealery
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Las Vegas, Nv · principal | 101 | 57 | 0 | ||
| Englewood, Co | 13 | 2 | 0 | ||
| Tempe, Az | 10 | 0 | 0 | ||
| Denver, Co | 9 | 0 | 0 | ||
| Scottsdale, Az | 7 | 0 | 0 | ||
| Santa Barbara, Ca | 6 | 1 | 0 | ||
| Lubbock, Tx | 6 | 3 | 0 | ||
| Phoenix, Az | 6 | 0 | 0 | ||
| Westlake Village, Ca | 5 | 1 | 0 | ||
| Albuquerque, Nm | 5 | 1 | 0 | ||
| Reno, Nv | 5 | 0 | 0 | ||
| Pittsford, Ny | 5 | 1 | 0 | ||
| Lakewood Ranch, Fl | 5 | 0 | 0 | ||
| Sandiego, Ca | 4 | 0 | 0 | ||
| Brea, Ca | 4 | 0 | 0 | ||
| Fullerton, Ca | 4 | 0 | 0 | ||
| Metairie, La | 4 | 1 | 0 | ||
| Jefferson City, Mo | 3 | 3 | 0 | ||
| Bloomington, Il | 3 | 3 | 0 | ||
| Boca Raton, Fl | 3 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Albuquerque, NM19 employees
- Hays, KS9 employees
- Tempe, AZ9 employees
- Phoenix, AZ8 employees
- Calabasas, CA8 employees
- Reno, NV7 employees
- Pennington, NJ7 employees
- Jamestown, NY7 employees
- Tucson, AZ7 employees
- Casper, WY6 employees
- Scottsdale, AZ6 employees
- Sikeston, MO6 employees
- La Jolla, CA6 employees
- Pittsford, NY6 employees
- Westlake Village, CA5 employees
- Englewood, CO5 employees
- Fredonia, NY5 employees
- La Mesa, CA5 employees
- Lakewood, CO5 employees
- Scottsdale, AZ4 employees
- Scottsdale, AZ4 employees
- Sterling, CO4 employees
- Murrieta, CA4 employees
- Fullerton, CA4 employees
- Columbus, OH3 employees
What changed
consecutive filings, newest first
- Financial planning clients · 251-500 to 251-500Aug 4, 2026 to Sep 11, 2026
- Succession · false to unsetAug 4, 2026 to Sep 11, 2026
- Accounts · 34,131 to 30,843Jan 2, 2026 to Mar 31, 2026
- Advisory employees · 166 to 181Jan 2, 2026 to Mar 31, 2026
- BD registered reps · 166 to 181Jan 2, 2026 to Mar 31, 2026
- Charity clients · 81 to 41Jan 2, 2026 to Mar 31, 2026
- Corporate clients · 87 to 81Jan 2, 2026 to Mar 31, 2026
- HNW clients · 1,920 to 2,229Jan 2, 2026 to Mar 31, 2026
- Individual clients · 13,971 to 13,495Jan 2, 2026 to Mar 31, 2026
- Pension plan clients · 629 to 357Jan 2, 2026 to Mar 31, 2026
- Employees · 166 to 201Jan 2, 2026 to Mar 31, 2026
- Insurance-licensed employees · 1 to 0Jan 2, 2026 to Mar 31, 2026
- State-registered IARs · 166 to 181Jan 2, 2026 to Mar 31, 2026
- Discretionary RAUM · $6.4B to $8.0BJan 2, 2026 to Mar 31, 2026
- HNW RAUM · $4.2B to $5.0BJan 2, 2026 to Mar 31, 2026
- Individual RAUM · $3.7B to $3.7BJan 2, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $3.0B to $1.6BJan 2, 2026 to Mar 31, 2026
- Pension RAUM · $1.3B to $803MJan 2, 2026 to Mar 31, 2026
- RAUM · $9.4B to $9.7BJan 2, 2026 to Mar 31, 2026
- Wrap assets (manager) · $0 to $244MJan 2, 2026 to Mar 31, 2026
- Financial planning clients · 251-500 to 251-500Mar 31, 2025 to Jun 30, 2025
- Accounts · 16,327 to 34,131Jun 27, 2024 to Mar 31, 2025
- Advisory employees · 149 to 166Jun 27, 2024 to Mar 31, 2025
- BD registered reps · 148 to 166Jun 27, 2024 to Mar 31, 2025
- Charity clients · 43 to 81Jun 27, 2024 to Mar 31, 2025
- Corporate clients · 79 to 87Jun 27, 2024 to Mar 31, 2025
- HNW clients · 1,132 to 1,920Jun 27, 2024 to Mar 31, 2025
- Individual clients · 10,579 to 13,971Jun 27, 2024 to Mar 31, 2025
- Pension plan clients · 1,088 to 629Jun 27, 2024 to Mar 31, 2025
- Employees · 149 to 166Jun 27, 2024 to Mar 31, 2025
- Financial planning clients · More than 500 to 251-500Jun 27, 2024 to Mar 31, 2025
- State-registered IARs · 149 to 166Jun 27, 2024 to Mar 31, 2025
- Other offices · 81 to 110Jun 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $4.2B to $6.4BJun 27, 2024 to Mar 31, 2025
- HNW RAUM · $2.6B to $4.2BJun 27, 2024 to Mar 31, 2025
- Individual RAUM · $2.8B to $3.7BJun 27, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $2.4B to $3.0BJun 27, 2024 to Mar 31, 2025
- Pension RAUM · $975M to $1.3BJun 27, 2024 to Mar 31, 2025
- RAUM · $6.5B to $9.4BJun 27, 2024 to Mar 31, 2025
- Accounts · 6,588 to 16,327Oct 19, 2023 to Mar 25, 2024
Signals
60 dated events
- Bradley Gilbert Gray added a NV registration at The Ameriflex GroupSep 15, 2026 · New state registration · fact
- Bradley Gilbert Gray added a AL registration at The Ameriflex GroupSep 11, 2026 · New state registration · fact
- 2 advisors left United Planners' Financial Services OF America A Limited Partner (Roseville, CA) for The Ameriflex Group on the same daySep 8, 2026 · Team lift-out · derived
- 3 advisors left Osaic Wealth, Inc. (Bloomington, IL) for The Ameriflex Group within 2 daysSep 2, 2026 · Team lift-out · derived
- 3 advisors left LPL Financial LLC (Jefferson City, MO) for The Ameriflex Group on the same dayAug 11, 2026 · Team lift-out · derived
- 2 advisors left ON Investment Management CO (Valparaiso, IN) for The Ameriflex Group on the same dayJul 28, 2026 · Team lift-out · derived
- 3 advisors left Osaic Wealth, Inc. (Rochester, NY) for The Ameriflex Group within 8 daysJul 1, 2026 · Team lift-out · derived
- Ryan J Wrynn left The Ameriflex Group for Morgan Stanley (registered 2026-07-29)Jun 10, 2026 · Advisor changed firm · fact
- 4 advisors left Osaic Wealth, Inc. (Lubbock, TX) for The Ameriflex Group within 18 daysMay 29, 2026 · Team lift-out · derived
- Davis Marshall Baker left The Ameriflex Group for Highpoint Planning Partners (registered 2026-06-10)May 18, 2026 · Advisor changed firm · fact
- 3 advisors left Osaic Wealth, Inc. (Boca Raton, FL) for The Ameriflex Group on the same dayMay 6, 2026 · Team lift-out · derived
- 4 advisors left Osaic Wealth, Inc. (Dubois, PA) for The Ameriflex Group within 8 daysApr 21, 2026 · Team lift-out · derived
- Michael Donato left The Ameriflex Group for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2026-07-08)Apr 20, 2026 · Advisor changed firm · fact
- 3 advisors left LPL Financial LLC (New Paltz, NY) for The Ameriflex Group within 14 daysApr 13, 2026 · Team lift-out · derived
- 3 advisors left Kestra Advisory Services, LLC (Austin, TX) for The Ameriflex Group on the same dayMar 2, 2026 · Team lift-out · derived
- Andre Rene Ramirez left The Ameriflex Group for Global Retirement Partners Llc (registered 2026-03-03)Feb 25, 2026 · Advisor changed firm · fact
- Katherine Jane Gillette left The Ameriflex Group for Ashton Thomas Private Wealth (registered 2026-04-29)Jan 9, 2026 · Advisor changed firm · fact
- Dale Barton Sailors left The Ameriflex Group for Osaic Wealth, Inc. (registered 2025-03-07)Dec 3, 2025 · Advisor changed firm · fact
- 3 advisors left Commonwealth Financial Network (Plymouth, MA) for The Ameriflex Group on the same dayNov 17, 2025 · Team lift-out · derived
- 2 advisors left Commonwealth Financial Network (Syracuse, NY) for The Ameriflex Group on the same dayNov 3, 2025 · Team lift-out · derived
- 2 advisors left Osaic Wealth, Inc. (Livermore, CA) for The Ameriflex Group a day apartSep 30, 2025 · Team lift-out · derived
- Jennifer Wernsing left The Ameriflex Group for Nwf Advisory Services Inc (registered 2025-10-24)Sep 8, 2025 · Advisor changed firm · fact
- Kelly Renee Rose left The Ameriflex Group for Nwf Advisory Services Inc (registered 2025-12-12)Sep 8, 2025 · Advisor changed firm · fact
- 2 advisors left The Ameriflex Group (Greenwood Village, CO) for Nwf Advisory Services Inc on the same daySep 8, 2025 · Team lift-out · derived
- Roger Lee Olson left The Ameriflex Group for Cetera Investment Advisers Llc (registered 2025-06-27)Jul 17, 2025 · Advisor changed firm · fact
- 2 advisors left Osaic Wealth, Inc. (Fullerton, CA) for The Ameriflex Group a day apartJul 9, 2025 · Team lift-out · derived
- Matthew Allen Bartz left The Ameriflex Group for Osaic Wealth, Inc. (registered 2024-07-03)Jul 3, 2025 · Advisor changed firm · fact
- David John Hughes left The Ameriflex Group for Lpl Financial Llc (registered 2025-06-12)Jun 11, 2025 · Advisor changed firm · fact
- Jeffrey Paul Mcnaney left The Ameriflex Group for Nwf Advisory Services Inc (registered 2026-04-14)May 5, 2025 · Advisor changed firm · fact
- Jeremy Aguilar left The Ameriflex Group for Madison Avenue Securities, Llc (registered 2025-07-02)Apr 25, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/theameriflexgroupreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ameriflexgilbert.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (702) 987-9730reportedpublic record, Form ADV, Sep 11, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $46.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026