Daniel S Campbell

Current Employers

Employment History

• 05/2015 → 02/2021
  Independent Financial Group
  Orange, CA
• 02/2021 → 09/2023
  Sagepoint Financial, Inc.
  Huntington Beach, CA
• 02/2021 → Present
  The Ameriflex Group
  Huntington Beach, CA
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Fullerton, CA
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2021-05-24 → 2021-12-31
  Osaic Services, Inc.
  Huntington Beach, CA
  Las Vegas, NV
  Fullerton, CA
• 2015-05-18 → 2021-02-01
  Independent Financial Group, Llc
  Huntington Beach, CA
  San Diego, CA
• 2012-03-15 → 2015-05-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Huntington Beach, CA
  Seal Beach, CA
  Huntington Beach, CA
  Aliso Viejo, CA
  Glendale, CA
  New York, NY
  Glendale, CA
  Glendale, CA
  Seal Beach, CA
  Huntington Beach, CA
  Aliso Viejo, CA
  Newport Beach, CA
• 2011-09-12 → 2012-02-27
  Independent Financial Group, Llc
  San Diego, CA
  San Diego, CA
  Los Angeles, CA

Other Businesses

1) THE AMERIFLEX GROUP, 8485 W Sunset Rd, Suite 204, Las Vegas NV 89113, 07/2025, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 160 HR/MO, 160 HR/MO TRADING. 2) DC WEALTH ADVISORS, INC, 2244 N State College Blvd, Fullerton CA 92831, 07/2025, President, Owner/Partner of a Business Entity, INV REL, 160 HR/MO, 160 HR/MO TRADING. 3) PERFECTED WEALTH MANAGEMENT, 2244 N State College Blvd, Fullerton CA 92831, 07/2025, Owner, DBA Name, INV REL, 160 HR/MO, 160 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-09

Designations

Other Names

• Daniel Stephen Campbell