← Tributary

FLEXPOINT FORD, LLC

MIAMI, FL · CRD 157864 · IAPD ↗ · flexpointford.com · 786-885-1850

$7.89BRegulatory AUM
65Advisory reps
65Employees
0Clients
n/aPlanning clients
22Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — FLEXPOINT FORD, LLC grew from 60 to 65 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
April 2025 — FLEXPOINT FORD, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
April 2025 — FLEXPOINT FORD, LLC moved its main office from CHICAGO, IL to MIAMI, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
April 2025 — FLEXPOINT FORD, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — FLEXPOINT FORD, LLC grew from 44 to 61 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.