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
Arrivals at 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Frank Anthony Virgallito | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2025 | Jun 29, 2025 |
| Jonathan Whitmore | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2025 | Jul 18, 2025 |
| Kelsey Faye Anderson | Charles Schwab & Co., Inc. national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2025 | Apr 3, 2025 |
| Christina Anne Nash | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2025 | Sep 29, 2023 |
| Jodi Marie Viaud | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2025 | Sep 29, 2023 |
| Jeremiah Harrison Askew Kinzie | Northwestern Mutual Investment Services,LLC no RAUM | The Ameriflex Group BD affiliated | Other | Feb 11, 2025 | Feb 14, 2025 |
| Patricia Ann Besselman-Main | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Feb 7, 2025 | Feb 7, 2025 |
| Vicky E Laborde | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2025 | Feb 5, 2025 |
| Taylor M Watson | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2025 | Feb 5, 2025 |
| Alex C Mueller | Sanctuary Advisors, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jan 3, 2025 | Jan 30, 2025 |
| Tracie M Reithmann | Oneamerica Securities, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2024 | Jan 22, 2025 |
| Julia Andrews | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2024 | Dec 3, 2024 |
| Jory Franklin Head | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Nov 14, 2024 | Dec 6, 2024 |
| Susan Chapin Maes | World Advisory Services BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Oct 11, 2024 | Oct 8, 2024 |
| Nathan Dirk Sutherland | Transamerica Financial Advisors, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Oct 11, 2024 | Nov 27, 2024 (47 d) |
| Sean William Becker | Cadaret Grant & Co Inc BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Sep 9, 2024 | Sep 4, 2024 |
| Michael Elias Houssan | Integrated Wealth Concepts LLC independent RIA | The Ameriflex Group BD affiliated | RIA to affiliated broker-dealer or bank | Aug 23, 2024 | Sep 25, 2024 (33 d) |
| John Thomas Lian | Integrated Wealth Concepts LLC independent RIA | The Ameriflex Group BD affiliated | RIA to affiliated broker-dealer or bank | Aug 20, 2024 | Aug 20, 2024 |
| David Richard Ojerholm | Integrated Wealth Concepts LLC independent RIA | The Ameriflex Group BD affiliated | RIA to affiliated broker-dealer or bank | Aug 20, 2024 | Sep 24, 2024 (35 d) |
| Lawrence Fred Kushner | Next Financial Group, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2024 | Jul 29, 2024 |
| Scott Edward Shepherd | Edward Jones national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jun 21, 2024 | Jun 20, 2024 |
| Jesse Shepherd | Edward Jones national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jun 21, 2024 | Jun 20, 2024 |
| David Alan Riggle | Cetera Investment Advisers LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | May 17, 2024 | May 13, 2024 |
| Gary Dwayne Meeks | Cetera Investment Advisers LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2024 | May 1, 2024 |
| Brett Jerome Saddler | Crown Capital Securities, L.P. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2024 | Jun 28, 2024 (52 d) |
| Rodney Brian Smith | Main Street Advisors, LLC other | The Ameriflex Group BD affiliated | Other | Apr 27, 2024 | Oct 16, 2023 |
| Roger Lee Olson | Pruco Securities, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 12, 2024 | Apr 2, 2024 |
| Kelly Renee Rose | Pruco Securities, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 11, 2024 | Apr 2, 2024 |
| Matthew Allen Bartz | Pruco Securities, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 11, 2024 | Apr 2, 2024 |
| David Lambert Bear | Pruco Securities, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 11, 2024 | Apr 2, 2024 |
| Jennifer Wernsing | Pruco Securities, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 11, 2024 | Apr 2, 2024 |
| Quy Nguyen | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 11, 2024 | Apr 16, 2024 |
| William Grant Ambrosich | Pruco Securities, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 11, 2024 | Apr 2, 2024 |
| Mark Allan Foster | Principal Securities, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2024 | Mar 28, 2024 |
| Dan Herman Meckenstock | Main Street Advisors, LLC other | The Ameriflex Group BD affiliated | Other | Mar 28, 2024 | Oct 17, 2023 |
| Kenneth Lee Rigler | Main Street Advisors, LLC other | The Ameriflex Group BD affiliated | Other | Mar 28, 2024 | Oct 16, 2023 |
| Carl Martin Fellhauer | Cetera Advisors LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Mar 22, 2024 | Mar 22, 2024 |
| Stephanie A Shafer | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Mar 8, 2024 | Jun 30, 2025 (479 d) |
| William Daniel Kelleher | Highpoint Planning Partners independent RIA | The Ameriflex Group BD affiliated | RIA to affiliated broker-dealer or bank | Feb 13, 2024 | Feb 5, 2024 |
| Brian Kelleher | Highpoint Planning Partners independent RIA | The Ameriflex Group BD affiliated | RIA to affiliated broker-dealer or bank | Feb 13, 2024 | Feb 5, 2024 |
| Robert Hale Rinker | Scf Investment Advisors, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Feb 7, 2024 | Feb 7, 2024 |
| John Mark Prewitt | Scf Investment Advisors, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Feb 7, 2024 | Feb 7, 2024 |
| Stephen Roland Brubaker | Kestra Advisory Services, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jan 26, 2024 | Jan 26, 2024 |
| Jennifer Elizabeth Kast | Kestra Advisory Services, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jan 26, 2024 | Jan 28, 2024 |
| Christina Marie Diloreto King | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jan 26, 2024 | Apr 26, 2024 (91 d) |
| Brian James Brubaker | Kestra Advisory Services, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jan 26, 2024 | Jan 26, 2024 |
| Doyle Henry Brown | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jan 26, 2024 | Oct 5, 2023 |
| James Roland Brubaker | Kestra Advisory Services, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jan 26, 2024 | Jan 26, 2024 |
| Jeffrey S Ballek | Crown Capital Securities, L.P. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jan 24, 2024 | Jan 26, 2024 |
| David Bruce Hehn | Crown Capital Securities, L.P. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jan 24, 2024 | Jan 26, 2024 |
| Andrew Robert Santibanez | Crown Capital Securities, L.P. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jan 24, 2024 | Jan 26, 2024 |
| John Robert Bleier | Commonwealth Financial Network national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2023 | Dec 1, 2023 |
| Tonya Bongiovanni Wester | Commonwealth Financial Network national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2023 | Dec 1, 2023 |
| Lisa Marie Capizzi | Commonwealth Financial Network national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Dec 11, 2023 | Dec 1, 2023 |
| Christine Ann Lane | Commonwealth Financial Network national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Dec 4, 2023 | Dec 1, 2023 |
| Charles Alfred Constantino | Commonwealth Financial Network national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Dec 4, 2023 | Dec 1, 2023 |
| Jessica L. Ferrindino | Commonwealth Financial Network national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Dec 4, 2023 | Dec 1, 2023 |
| Michael David Brown | Principal Securities, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Nov 9, 2023 | Nov 1, 2023 |
| Kevin K Bower | Principal Securities, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Nov 9, 2023 | Mar 7, 2024 (119 d) |
| Erik George Pedersen | Principal Securities, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Nov 8, 2023 | Nov 3, 2023 |
264 moves match.