DFX Intelligence
RIA Intelligence
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 |
|---|---|---|---|---|---|
| Catherine S Deel | Principal Securities, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Nov 8, 2023 | Nov 1, 2023 |
| Brandon James Bettis | Principal Securities, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Nov 8, 2023 | Mar 7, 2024 (120 d) |
| Alec M Mielnicki | Fisher Investments independent RIA | The Ameriflex Group BD affiliated | RIA to affiliated broker-dealer or bank | Nov 6, 2023 | Nov 8, 2023 |
| Jeffrey Paul Mcnaney | Principal Securities, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2023 | Oct 27, 2023 |
| Lucas Rayburn Dancy-Cabeal | Principal Securities, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2023 | Oct 30, 2023 |
| Kelli Jo Carmichael | Osaic Fa, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Oct 30, 2023 | Oct 27, 2023 |
| Kendall Gerald Bryce | Osaic Fa, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Oct 30, 2023 | Oct 27, 2023 |
| Douglas Lindsley Schutte | Cetera Investment Advisers LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Oct 19, 2023 | Oct 9, 2023 |
| Luke Jay Buehler | Cetera Investment Advisers LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Oct 19, 2023 | Oct 9, 2023 |
| Noah Evans Weinstein | Cetera Investment Advisers LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Oct 19, 2023 | Oct 9, 2023 |
| Jacob L Buehler | Cetera Advisors LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Oct 19, 2023 | Oct 9, 2023 |
| Bobb Arthur Meckenstock | Independent Financial Group, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Oct 16, 2023 | Oct 17, 2023 |
| Redginal Van Johnson | Independent Financial Group, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Oct 16, 2023 | Oct 16, 2023 |
| Brian Paul Kozak | Main Street Advisors, LLC other | The Ameriflex Group BD affiliated | Other | Oct 16, 2023 | Oct 16, 2023 |
| Dale Barton Sailors | Principal Securities, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2023 | Nov 20, 2023 (38 d) |
| Christian Mark Lemke | Cetera Investment Advisers LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2023 | Oct 31, 2023 |
| Preston Allen Tharp | Cetera Investment Advisers LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Sep 14, 2023 | Sep 11, 2023 |
| Wade Allen Cross | Cetera Investment Advisers LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Sep 12, 2023 | Sep 11, 2023 |
| Dennis Ray Wall | Cetera Investment Advisers LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Sep 12, 2023 | Sep 11, 2023 |
| Linda Rae Bruininga | Osaic Advisory Services, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Sep 11, 2023 | Sep 7, 2023 |
| Thomas J Goodson | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group no RAUM | Other | Sep 1, 2023 | Jan 10, 2020 |
| Christopher J Maurer | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group no RAUM | Other | Sep 1, 2023 | Mar 6, 2020 |
| Joseph John Lutz | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 1, 2023 | Nov 30, 2022 |
| Brent Roger Anderson | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 1, 2023 | Feb 21, 2023 |
| Malcolm Blake Pfenninger | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group no RAUM | Other | Sep 1, 2023 | Jan 7, 2020 |
| Laura Renee Leach | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 1, 2023 | Jul 9, 2020 |
| Kevin Anthony Govero | Independent Financial Group, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2023 | Jul 17, 2023 |
| Daniel Ross Heironimus | Independent Financial Group, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2023 | Jul 17, 2023 |
| Steven Andrew Addison | Independent Financial Group, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2023 | Jul 17, 2023 |
| Ryan Michael Merideth | Independent Financial Group, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2023 | Jul 17, 2023 |
| Hunter Dylan Crowley | Independent Financial Group, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2023 | Jul 17, 2023 |
| Daniel Arthur Kautz | American Portfolios Advisors, Inc BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2023 | Jun 20, 2023 |
| Donald Jeffrey Buckley | American Portfolios Advisors, Inc BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2023 | Jun 15, 2023 |
| Micah Strode | Principal Securities, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2023 | Jun 1, 2023 |
| Leah Megan Pattison | Woodbury Financial Services, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jun 1, 2023 | Jun 2, 2023 |
| Brandon Michael Kaplan | Woodbury Financial Services, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | May 25, 2023 | Jun 26, 2024 (398 d) |
| Sally Lynn Putnam | Principal Securities, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2023 | May 15, 2023 |
| Garrett Benny Gibson | Independent Financial Group, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2023 | May 15, 2023 |
| Kevin Anthony Brown | Cambridge Investment Research Advisors, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2023 | May 2, 2023 |
| Winston Alexander Waring | Principal Securities, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2023 | May 3, 2023 |
| Gregory Ryan Wikelius | Securian Financial Services, Inc. independent RIA | The Ameriflex Group BD affiliated | RIA to affiliated broker-dealer or bank | Apr 21, 2023 | Apr 18, 2023 |
| Joshua Matthew Mathias | Principal Asset Management other | The Ameriflex Group BD affiliated | Other | Apr 17, 2023 | Apr 18, 2023 |
| Bradley Michael Griffiths | Chatterton & Associates independent RIA | The Ameriflex Group independent RIA | RIA to RIA | Mar 1, 2023 | Feb 6, 2023 |
| Erick Robert Krosky | Edward Jones national BD | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2023 | Feb 27, 2023 |
| David John Hughes | Lanark Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 5, 2023 | Jan 5, 2023 |
| Jonathan Ray Zweifel | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 5, 2023 | May 26, 2021 |
| Scott Tracy Harris | Principal Securities, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 16, 2022 | Nov 9, 2022 |
| Mary Catherine Harris | Principal Securities, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 16, 2022 | Nov 7, 2022 |
| James Leonard Burgett | Principal Securities, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 10, 2022 | Nov 7, 2022 |
| Chad Allen Leigh | Kestra Advisory Services, LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 9, 2022 | Nov 4, 2022 |
| Quintin Mary Mclaran | Kestra Advisory Services, LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 9, 2022 | Nov 4, 2022 |
| Ryan Bradley Smith | Principal Securities, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 2, 2022 | Oct 26, 2022 |
| Derrick Louis Sweeney | Principal Securities, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 2, 2022 | Oct 26, 2022 |
| Zachary J Weimann | Principal Securities, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 2, 2022 | Oct 27, 2022 |
| Justin Robert Anderson | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group no RAUM | Other | Nov 1, 2022 | Feb 12, 2020 |
| Adam Thomas Kazalski | Equitable Advisors, LLC national BD | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 16, 2022 | Sep 8, 2022 |
| Jill Andrea Sherman | Equitable Advisors, LLC national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Sep 9, 2022 | Jul 17, 2023 (311 d) |
| Zachary R Fitzpatrick | Cadaret Grant & Co Inc BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2022 | Nov 3, 2025 (1152 d) |
| Boris Michael Castillo | Cuso Financial Services, L.P. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2022 | Aug 17, 2022 |
| Anil Kumar Madhyanam | Cuso Financial Services, L.P. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2022 | Aug 16, 2022 |
264 moves match.