Chief Executive Officer · The Ameriflex Group
Thomas J Goodson
CRD 1332233 · Named on Form ADV at one SEC-registered adviser
At a glance
The Ameriflex Group, an SEC-registered wealth manager based in LAS Vegas, NV with $9.7 billion in regulatory assets, lists Thomas J Goodson on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- The Ameriflex GroupChief Executive OfficerWealth manager · LAS Vegas, NV · $9.7B in regulatory assets
AtlasMembers
Thomas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2000 (25 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 4 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Thomas’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Diana Y. HeuChief Compliance Officer, The Ameriflex Group
- Jesse A. KurraschChief Operating Officer, The Ameriflex Group
- Stephanie A ShaferExecutive Vice President, The Ameriflex Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.