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.

Advisor moves

Departures from The Ameriflex Group

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Ryan J WrynnThe Ameriflex Group BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 10, 2026Jul 29, 2026 (49 d)
Davis Marshall BakerThe Ameriflex Group BD affiliatedHighpoint Planning Partners independent RIAAffiliated broker-dealer or bank to independent RIAMay 18, 2026Jun 10, 2026
Michael DonatoThe Ameriflex Group BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseApr 20, 2026Jul 8, 2026 (79 d)
Andre Rene RamirezThe Ameriflex Group BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 25, 2026Mar 3, 2026
Katherine Jane GilletteThe Ameriflex Group BD affiliatedAshton Thomas Private Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJan 9, 2026Apr 29, 2026 (110 d)
Dale Barton SailorsThe Ameriflex Group BD affiliatedOsaic Wealth, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 3, 2025Mar 7, 2025
Kelly Renee RoseThe Ameriflex Group BD affiliatedNwf Advisory Services Inc independent RIAAffiliated broker-dealer or bank to independent RIASep 8, 2025Dec 12, 2025 (95 d)
Jennifer WernsingThe Ameriflex Group BD affiliatedNwf Advisory Services Inc independent RIAAffiliated broker-dealer or bank to independent RIASep 8, 2025Oct 24, 2025 (46 d)
Roger Lee OlsonThe Ameriflex Group BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 17, 2025Jun 27, 2025
Matthew Allen BartzThe Ameriflex Group BD affiliatedOsaic Wealth, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 3, 2025Jul 3, 2024
David John HughesThe Ameriflex Group BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 11, 2025Jun 12, 2025
Jeffrey Paul McnaneyThe Ameriflex Group BD affiliatedNwf Advisory Services Inc independent RIAAffiliated broker-dealer or bank to independent RIAMay 5, 2025Apr 14, 2026 (344 d)
Jeremy AguilarThe Ameriflex Group BD affiliatedMadison Avenue Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 25, 2025Jul 2, 2025 (68 d)
Alec M MielnickiThe Ameriflex Group BD affiliatedT. Rowe Price Associates, Inc. asset managerOtherNov 7, 2024Dec 4, 2024
William Daniel KelleherThe Ameriflex Group BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 17, 2024Sep 16, 2024
Brian KelleherThe Ameriflex Group BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 17, 2024Sep 16, 2024
Brett Jerome SaddlerThe Ameriflex Group BD affiliatedIndependent Financial Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 13, 2024Sep 30, 2024
Tonya Bongiovanni WesterThe Ameriflex Group BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherAug 1, 2024Aug 13, 2024
Bradley Michael GriffithsThe Ameriflex Group BD affiliatedXypn Sapphire asset managerOtherJul 12, 2024Jul 31, 2024
Charlton D SimonsThe Ameriflex Group BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 11, 2024Jul 11, 2024
Shannon Marlene DrobnyThe Ameriflex Group BD affiliatedCuso Financial Services, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherJun 3, 2024Jun 3, 2024
Kathleen Balcita JucarThe Ameriflex Group BD affiliatedOsaic Wealth, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 29, 2024May 31, 2024
Drew A SpenceThe Ameriflex Group BD affiliatedOneamerica Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 21, 2024Mar 18, 2024
Hayley M MooreThe Ameriflex Group BD affiliatedStewardship Wealth Advisors state registeredAffiliated broker-dealer or bank to a state-registered adviserJul 24, 2023Aug 23, 2023
Jessica Danielle SilverThe Ameriflex Group independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 28, 2023Mar 22, 2023
Anil Kumar MadhyanamThe Ameriflex Group independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankFeb 13, 2023Mar 6, 2024 (387 d)
Dylan Gerard LangThe Ameriflex Group independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseJan 9, 2023Dec 20, 2022
Emily Marie WadeThe Ameriflex Group independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankFeb 1, 2022Feb 17, 2022
Patrick Charles HomanThe Ameriflex Group independent RIAPrivate Client Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 24, 2022Jan 31, 2022
Cutter Brice AmosThe Ameriflex Group independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 11, 2022Feb 11, 2022 (31 d)
Estelle Arlene GonzalezThe Ameriflex Group independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJan 19, 2021Jan 9, 2023 (720 d)
Malcolm Blake PfenningerThe Ameriflex Group independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Sep 1, 2023 (974 d)
Christopher J MaurerThe Ameriflex Group independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 20, 2020Sep 1, 2023 (1229 d)
Justin Robert AndersonThe Ameriflex Group no RAUMChannel Wealth, LLC no RAUMOtherMar 30, 2020Oct 28, 2022 (942 d)
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34 moves match.