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Current Employers
The Ameriflex Group

8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-11-23
  • CA RA
    APPROVED
    Since 2020-11-23

Branch Locations

Santa Barbara, CA • United States

8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sagepoint Financial, Inc. Santa Barbara CA 01/2009 09/2023
Sagepoint Financial, Inc. Santa Barbara CA 09/2011 11/2020
The Ameriflex Group, Inc. Santa Barbara CA 11/2020 Present
Osaic Wealth, Inc. Santa Barbara CA 09/2023 06/2025
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
Samantha Sennett - Self Employed Santa Barbara CA 10/2006 Present
  • 01/2009 → 09/2023
    Sagepoint Financial, Inc.
    Santa Barbara, CA
  • 09/2011 → 11/2020
    Sagepoint Financial, Inc.
    Santa Barbara, CA
  • 11/2020 → Present
    The Ameriflex Group, Inc.
    Santa Barbara, CA
  • 09/2023 → 06/2025
    Osaic Wealth, Inc.
    Santa Barbara, CA
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 10/2006 → Present
    Samantha Sennett - Self Employed
    Santa Barbara, CA
Previous Registrations
  • 2011-09-14 → 2021-01-21
    Osaic Services, Inc.
    Santa Barbara, CA
Other Businesses

1. SAMANTHA SENNETT, 656 Aurora Avenue, Santa Barbara CA 93109, United States, 03/1996, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 50 HR/MO - 2 HR/MO TRADING. 2. THE AMERIFLEX GROUP, 656 Aurora Avenue, Santa Barbara CA 93109, United States, 06/2018, IAR, DBA NAME, NIR, 50 HR/MO - 25 HR/MO TRADING. 3. THE AMERIFLEX GROUP RIA, 475 W Sunset Road, Suite 101, Las Vegas NV 89113, United States, IAR, INV REL, 170 HR/MO - 100 HR/MO TRADING. 4. MEANINGFUL WEALTH PLANNING, INC., 656 Aurora Avenue, Santa Barbara CA 93109, United States, 09/2024, OWNER, NIR, 2 HR/MO - 1 HR/MO TRADING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-03-04
  • S63 Uniform Securities Agent State Law Examination
    1997-03-04
Designations
Other Names
  • Samantha Sennett Reid
  • Samantha Sennett Reid
  • Samantha Sennett Reid
  • Samantha Sennett Reid

View on SEC IAPD

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