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 |
|---|---|---|---|---|---|
| James Byron Underhill | Voya Financial Advisors, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 3, 2020 | Jul 30, 2020 |
| Emily Marie Wade | Voya Financial Advisors, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 3, 2020 | Jul 30, 2020 |
| Jordan Joseph Underhill | Voya Financial Advisors, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 3, 2020 | Jul 30, 2020 |
| Rick Kevin Cluck | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2020 | May 4, 2020 |
| Victor Ross Pereboom | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2020 | May 4, 2020 |
| Catherine Victoria Garcia | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2020 | May 4, 2020 |
| Richard Alan Wickes | Ameriprise Financial Services, LLC national BD | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2020 | Jul 15, 2020 |
| Andrew M Rores | Ameriprise Financial Services, LLC national BD | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2020 | Jul 27, 2020 |
| Matthew Wayne Jones | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 28, 2020 | Dec 18, 2019 |
| Cindy Jane Bryant | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 19, 2020 | Dec 18, 2019 |
| Michael Glenn Pashak | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 19, 2020 | Mar 16, 2020 |
| Brett Weiler Fallon | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 19, 2020 | Dec 18, 2019 |
| Lawrence Paul Purcell | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 19, 2020 | Feb 7, 2020 |
| Andrew Charles Blunt | Voya Financial Advisors, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 4, 2020 | Apr 30, 2020 |
| Heather Litz Pacheco | Voya Financial Advisors, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 4, 2020 | Apr 30, 2020 |
| Dean Douglas Dowson | Voya Financial Advisors, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 4, 2020 | Apr 30, 2020 |
| Estelle Arlene Gonzalez | Voya Financial Advisors, Inc. BD affiliated | The Ameriflex Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 4, 2020 | Jul 10, 2020 (67 d) |
| Diana Youa Heu | Sagepoint Financial, Inc. BD affiliated | The Ameriflex Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 27, 2020 | Jan 29, 2020 |
| Keith Terrence Klein | Pfg Advisors independent RIA | The Ameriflex Group no RAUM | RIA to a newly registered adviser | Jan 31, 2020 | Feb 1, 2020 |
| Andrew Stephen Mancuso | U.S. Bancorp Investments, Inc. BD affiliated | The Ameriflex Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 17, 2020 | Jan 22, 2020 |
| Richard Austin Holtan | Interactive Financial Advisors other | The Ameriflex Group BD affiliated | Other | Dec 31, 2013 | Jan 26, 2024 (3678 d) |
| Cameron Brent Kaufman | Independent Financial Group, LLC other | The Ameriflex Group BD affiliated | Other | Dec 31, 2012 | Oct 16, 2023 (3941 d) |
| Patrick Charles Homan | Veritat Advisors unclassified | The Ameriflex Group independent RIA | Other | Nov 30, 2012 | Apr 1, 2021 (3044 d) |
| Carole-Lynn Saros | The Personal Wealth Coach other | The Ameriflex Group BD affiliated | Other | Mar 21, 2012 | Jul 29, 2024 (4513 d) |
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264 moves match.