Rolly Randolph White

Employer firm

The Ameriflex Group CRD 305585

$9.66B regulatory AUM 486 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2004 → 10/2019
  Law Office Of Kristin White
  Gilbert, AZ
• 01/2014 → 10/2019
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/2014 → 10/2019
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 07/2004 → Present
  Seville Financial, P.C.
  Gilbert, AZ
• 10/2019 → 09/2023
  Sagepoint Financial, Inc.
  Gilbert, AZ
• 05/2021 → Present
  The Ameriflex Group, Inc.
  Gilbert, AZ
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Gilbert, AZ
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2019-10-28 → 2021-09-07
  Osaic Services, Inc.
  Gilbert, AZ
  Gilbert, AZ
  Scottsdale, AZ
• 2014-02-11 → 2019-11-21
  J. W. Cole Advisors, Inc.
  Gilbert, AZ
  Tampa, FL
• 2011-10-24 → 2014-01-30
  Hornor, Townsend & Kent, Llc
  Gilbert, AZ
  Gilbert, AZ
  Holladay, UT
  Chandler, AZ
• 2009-03-13 → 2011-10-14
  Msi Financial Services, Inc.
  Tempe, AZ

Other Businesses

1. DABURGH PROPERTIES, LLC, 2265 S EL MARINO, Mesa AZ 85202, United States, 07/2019, OWNER, REAL ESTATE, NIR, 8 HR/MO - 8 HR/MO TRADING. 2. LAW OFFICE OF KRISTIN GENTILE WHITE, 3336 East Chandler Heights Rd. STE 117, Gilbert AZ 85298, United States, 07/2004, MANAGER, ACCOUNTING, NIR, 10 HR/MO - 6 HR/MO TRADING. 3.OFFICES AT SEVILLE CONDOMINIUM ASSOCIATION, 3336 E. Chandler Heights Rd, Gilbert AZ 85298, United States, 10/2015, PRESIDENT, HOA, NIR, 5 HR/MO - 0 HR/MO TRADING. 4. SEVILLE FINANCIAL, 3336 E. Chandler Heights Rd, Gilbert AZ 85298, United States, 05/2002, DBA NAME, INV REL, 10 HR/MO - 10 HR/MO TRADING. 5. STEEL TOWN LLC, 4115 East Lafayette Ave, Gilbert AZ 85298, United States, 05/2016, OWNER, REAL ESTATE, NIR, 8 HR/MO - 8 HR/MO TRADING. 6. US7, LLC, 3336 E Chandler Heights Rd., Gilbert AZ 85298, United States, 11/2007, OWNER, REAL ESTATE, NIR, 8 HR/MO - 8 HR/MO TRADING. 7. THE AMERIFLEX GROUP - RIA, 8475 W. Sunset Road STE101, Las Vegas NV 89113, United States, 06/2021, IAR, RIA AFFILIATION, INV REL, 30 HR/MO - 25 HR/MO TRADING. 8. IRON CITY INVESTMENTS, LLC, 1066 E Carson Drive, Tempe AZ 85282, United States, 06/2023, OWNER, REAL ESTATE, NIR, 8 HR/MO - 2 HR/MO TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-10-17
• S66 Uniform Combined State Law Examination
  2008-06-02

Other Names

• Rolly White