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 |
|---|---|---|---|---|---|
| Shannon Marlene Drobny | U.S. Bancorp Advisors, LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 1, 2022 | Aug 2, 2022 |
| Curtis Dwayne Pilkington | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 18, 2022 | Dec 3, 2021 |
| Shanan Rae Doherty | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 18, 2022 | Dec 3, 2021 |
| Derek Ryan Pilkington | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 18, 2022 | Dec 3, 2021 |
| Andre Rene Ramirez | U.S. Bancorp Investments, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 28, 2022 | Apr 26, 2022 |
| Drew A Spence | Oneamerica Securities, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 28, 2022 | May 4, 2022 |
| Russell Warren Telfer | Inflection Advisors state registered | The Ameriflex Group independent RIA | Other | Apr 22, 2022 | May 26, 2022 (34 d) |
| Shellissa Rae Cassoday | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 9, 2022 | Mar 2, 2022 |
| Brett Thomas Straub | Principal Securities, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 28, 2022 | Feb 25, 2022 |
| Stephanie B Wade | Principal Securities, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 28, 2022 | Feb 25, 2022 |
| Donald James Mcabier | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2022 | May 25, 2021 |
| Mendy Ann Morgan | Cetera Advisor Networks LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2022 | Mar 4, 2022 |
| Charlton D Simons | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 5, 2022 | Jun 12, 2020 |
| Jesse Andrew Kurrasch | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group no RAUM | Other | Jan 5, 2022 | Jan 29, 2020 |
| Rylan Rozell | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 3, 2022 | May 1, 2020 |
| Hannah M Buschbom | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group no RAUM | Other | Dec 31, 2021 | Feb 12, 2020 |
| Gerald Michael Kleber | Hornor, Townsend & Kent, LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 11, 2021 | Nov 11, 2021 |
| Raz Bracha | Hornor, Townsend & Kent, LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 11, 2021 | Nov 11, 2021 |
| Tad Michael Lyle | Principal Securities, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 9, 2021 | Nov 3, 2021 |
| Dustin David Carr | Principal Securities, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 9, 2021 | Nov 3, 2021 |
| Stephanie Kristine Carr | Principal Securities, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 9, 2021 | Nov 3, 2021 |
| Laura Harger Pajak | Foord, Van Bruggen & Pajak Financial Services unclassified | The Ameriflex Group independent RIA | Other | Nov 2, 2021 | Jul 30, 2021 |
| Henry Charles Kochan | Aurora Private Wealth, Inc. independent RIA | The Ameriflex Group independent RIA | RIA to RIA | Oct 21, 2021 | Oct 22, 2021 |
| Clarisa Murrieta Hernandez | Cri Securities, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2021 | Apr 18, 2023 (544 d) |
| Rolly Randolph White | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 7, 2021 | Jun 2, 2021 |
| Cutter Brice Amos | J.P. Morgan Securities LLC wirehouse | The Ameriflex Group independent RIA | Wirehouse to independent RIA | Sep 1, 2021 | Sep 2, 2021 |
| James Robert Lingelbach | MML Investors Services, LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 24, 2021 | Aug 23, 2021 |
| Ciano Buthler Villaquiran | MML Investors Services, LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 24, 2021 | Aug 20, 2021 |
| Luciana Pires Macedo | MML Investors Services, LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 24, 2021 | Aug 20, 2021 |
| Tyler Cohen | MML Investors Services, LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 24, 2021 | Aug 20, 2021 |
| Michael Bruce Keeler | Cetera Advisor Networks LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 2, 2021 | Aug 2, 2021 |
| Eric Douglas King | Voya Financial Advisors, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2021 | May 5, 2021 |
| Benjamin Edward Campau | Equitable Advisors, LLC national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 27, 2021 | Jun 24, 2025 (1519 d) |
| Dylan Gerard Lang | Equitable Advisors, LLC national BD | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2021 | Apr 22, 2021 |
| James Paul Johnson | Kestra Advisory Services, LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 5, 2021 | Feb 3, 2021 |
| Daniel S Campbell | Independent Financial Group, LLC independent RIA | The Ameriflex Group independent RIA | RIA to RIA | Feb 1, 2021 | Feb 1, 2021 |
| Kelly Jean Famiglietta | Kestra Advisory Services, LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 29, 2021 | Jan 29, 2021 |
| Adam T Ciepiela | Kestra Advisory Services, LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 29, 2021 | Jan 29, 2021 |
| Stephen Joseph Ciepiela | Kestra Advisory Services, LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 29, 2021 | Jan 29, 2021 |
| Samantha Dalton Sennett | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 21, 2021 | Nov 23, 2020 |
| Mark Markland | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 17, 2020 | Aug 21, 2020 |
| Michele Ann Fortney-Leach | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 17, 2020 | May 21, 2020 |
| Arnold Samuel | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group no RAUM | Other | Dec 17, 2020 | Mar 16, 2020 |
| Brian Thomas Mcconnell | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 17, 2020 | Sep 22, 2020 |
| Hayley M Moore | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 17, 2020 | Jul 9, 2020 |
| Marshall C Moua | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 17, 2020 | Jul 27, 2020 |
| Debra K. Barton | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 16, 2020 | Jul 31, 2020 |
| Jessica Danielle Silver | Janney Montgomery Scott LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 16, 2020 | Jan 5, 2021 |
| Rylan Philip Folts | Tmd Wealth Management independent RIA | The Ameriflex Group BD affiliated | RIA to affiliated broker-dealer or bank | Dec 4, 2020 | Apr 6, 2026 (1949 d) |
| Christopher John Ricketts | MML Investors Services, LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2020 | Nov 2, 2020 |
| Scott Allan Chelberg | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2020 | Apr 27, 2020 |
| Shawn Michael Mcelderry | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2020 | Apr 22, 2020 |
| Taina Shylene Gude | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 15, 2020 | Mar 16, 2020 |
| Kyle John Saenz | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2020 | Apr 22, 2020 |
| Steven Michio Smailes | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2020 | Apr 22, 2020 |
| Marshall Scott Huddleston | Cetera Advisor Networks LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2020 | Aug 6, 2020 |
| Sherry Jo Taylor | Cetera Advisor Networks LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2020 | Aug 6, 2020 |
| Allen Stuart Taylor | Cetera Advisor Networks LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2020 | Aug 6, 2020 |
| Timothy Glen Redmond | Cetera Advisor Networks LLC BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2020 | Aug 7, 2020 |
| Joey Mecham | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2020 | Jul 15, 2020 |
264 moves match.