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 |
|---|---|---|---|---|---|
| Charles Hardin Harrison | United Planners' Financial Services Of America A Limited Partner independent RIA | The Ameriflex Group BD affiliated | RIA to affiliated broker-dealer or bank | Sep 8, 2026 | Sep 2, 2026 |
| Haldun Arin | United Planners' Financial Services Of America A Limited Partner independent RIA | The Ameriflex Group BD affiliated | RIA to affiliated broker-dealer or bank | Sep 8, 2026 | Sep 2, 2026 |
| Peter David Falstad | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Sep 4, 2026 | Aug 31, 2026 |
| Joshua Brooks | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2026 | Aug 31, 2026 |
| Nathaniel Scott Farney | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2026 | Aug 31, 2026 |
| Melissa Yano | Capital Region Financial Group, LLC mixed wealth | The Ameriflex Group BD affiliated | RIA to affiliated broker-dealer or bank | Aug 31, 2026 | Jun 12, 2026 |
| Paul B Ellis | Park Avenue Securities LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Aug 14, 2026 | Aug 10, 2026 |
| Jonathan David Frazier | Blue Monarch Financial Inc. state registered | The Ameriflex Group BD affiliated | Other | Aug 12, 2026 | Aug 5, 2026 |
| Megan Elizabeth Pecherek | LPL Financial LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2026 | Aug 3, 2026 |
| Nathaniel Schuyler Pecherek | LPL Financial LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2026 | Aug 3, 2026 |
| Glen Joseph Reinkemeyer | LPL Financial LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2026 | Aug 3, 2026 |
| Bradley Gilbert Gray | Raymond James & Associates, Inc. national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2026 | Sep 11, 2026 (38 d) |
| Timothy Patrick Reidy | On Investment Management Co BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2026 | Jul 28, 2026 |
| William George Pendleton | On Investment Management Co BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2026 | Jul 28, 2026 |
| Timothy Patrick Reidy | On Investment Management Co BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2026 | Jul 28, 2026 |
| Jessica Anne Sturino | Cambridge Investment Research Advisors, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2026 | Jul 24, 2026 |
| Anne Marie Hasbrook | Cetera Investment Advisers LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2026 | Jul 13, 2026 |
| Murray C. Richardson | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2026 | Jul 6, 2026 |
| David Gary Young | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2026 | Jun 29, 2026 |
| Michael Joseph Linkey | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2026 | Jun 29, 2026 |
| John Vincent Caggiano | Northeast Planning Associates, Inc. independent RIA | The Ameriflex Group BD affiliated | RIA to affiliated broker-dealer or bank | Jun 30, 2026 | Jun 22, 2026 |
| Timothy Mark Wolfe | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2026 | Jun 10, 2026 |
| Lucas Ford | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jun 10, 2026 |
| Tyson Lane Meil | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jun 10, 2026 |
| Michelle Marie Leichtner | Buffalo Run Wealth Advisors LLC state registered | The Ameriflex Group BD affiliated | Other | Jun 11, 2026 | May 14, 2026 |
| John Walter Going | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | May 29, 2026 | May 26, 2026 |
| Richard J Moss | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2026 | May 8, 2026 |
| Ana M Diaz | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2026 | May 6, 2026 |
| Joseph Nicholas Cantore | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2026 | May 7, 2026 |
| Lena Mccall Meredith | Park Avenue Securities LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2026 | Apr 27, 2026 |
| Robert Leroy Chess | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2026 | Apr 28, 2026 |
| Jonathan Taylor Beaton | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2026 | Apr 27, 2026 |
| Steven Brian Smith | LPL Financial LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 27, 2026 | Mar 31, 2026 |
| Scott Michael Barber | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2026 | Apr 14, 2026 |
| Alex Michael Micknis | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2026 | Apr 13, 2026 |
| Anthony Joseph Barrese | LPL Financial LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 14, 2026 | Mar 31, 2026 |
| Alex Barrese | LPL Financial LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 13, 2026 | Mar 31, 2026 |
| David Alan Riback | Oswego Wealth Management, Inc. unclassified | The Ameriflex Group BD affiliated | Other | Mar 24, 2026 | Jan 23, 2026 |
| Bryan Charles Duffy | Kestra Advisory Services, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Mar 2, 2026 | Mar 2, 2026 |
| Robert Peller | Kestra Advisory Services, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Mar 2, 2026 | Mar 5, 2026 |
| Ryan J Wrynn | Kestra Advisory Services, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Mar 2, 2026 | Mar 2, 2026 |
| Mark Miller | Kestra Advisory Services, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jan 20, 2026 | Jan 20, 2026 |
| Ivan Alejandro Matherson | Ensign Advisory Partners LLC independent RIA | The Ameriflex Group BD affiliated | RIA to affiliated broker-dealer or bank | Jan 16, 2026 | Jan 23, 2026 |
| Thomas Patrick Kerfoot | Kerfoot Wealth Management, LLC unclassified | The Ameriflex Group BD affiliated | Other | Dec 31, 2025 | Oct 24, 2025 |
| Lewis George Chamberlain | Cetera Investment Advisers LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Dec 4, 2025 | Dec 1, 2025 |
| Daniel Romaine | Commonwealth Financial Network national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Nov 17, 2025 | Dec 1, 2025 |
| Sara Danielle Kappos | Commonwealth Financial Network national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Nov 17, 2025 | Nov 20, 2025 |
| Michael John Powers | Commonwealth Financial Network national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Nov 17, 2025 | Nov 20, 2025 |
| Jacob Bevilacqua | Commonwealth Financial Network national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Nov 14, 2025 | Nov 25, 2025 |
| Elisabeth M Mays | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2025 | Nov 5, 2025 |
| Daniel Peter Jeffery | Commonwealth Financial Network national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Nov 3, 2025 |
| John Robert Skomski | Commonwealth Financial Network national BD | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Nov 3, 2025 |
| Jacob J Reid | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Sep 26, 2025 |
| Stephen D Chipman | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2025 | Sep 26, 2025 |
| Robert Nolan Lewis | Path Financial, LLC state registered | The Ameriflex Group BD affiliated | Other | Aug 19, 2025 | Aug 21, 2025 |
| Katherine Jane Gillette | Moneta Group Investment Advisors, LLC independent RIA | The Ameriflex Group BD affiliated | RIA to affiliated broker-dealer or bank | Jul 16, 2025 | Aug 19, 2025 (34 d) |
| Robert Lee Holland | Western Wealth Management LLC independent RIA | The Ameriflex Group BD affiliated | RIA to affiliated broker-dealer or bank | Jul 11, 2025 | Nov 13, 2024 |
| Kenneth Lee Devore | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2025 | Oct 5, 2023 |
| Charles Bradford Smoak | Osaic Wealth, Inc. BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2025 | Jun 27, 2025 |
| 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 |
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263 moves match.