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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-02-25 |
| PA | RA | APPROVED | 2022-02-25 |
Branch Locations
1600 Paoli Pike, Suite 200, Malvern, PA 19355 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance | Wayne | PA | 11/2002 | 02/2022 |
| The Straub Group Advantage | Wayne | PA | 01/2015 | Present |
| Principal Securities Inc | Wayne | PA | 03/2016 | 02/2022 |
| Sagepoint Financial Inc. | Malvern | PA | 02/2022 | 09/2023 |
| The Ameriflex Group, Inc. | Haddon Heights | NJ | 02/2022 | Present |
| Osaic Wealth, Inc. | Haddon Heights | NJ | 09/2023 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
1. 711 STATION, LLC, 711 Station Avenue, Haddon Heights NJ 08035, United States, 01/01/2022, Owner, Real Estate, NIR, 1 HR/MO - 0 HR/MO TRADING 2. SCS MANAGEMENT GROUP, LLC, 711 Station Avenue, Haddon Heights NJ 08035, United States, 10/19/2009, Owner, Owner/Partner of a Business Entity, NIR, 5 HR/MO - 0 HR/MO TRADING 3. THE STRAUB GROUP ADVANTAGE, 711 Station Avenue, Haddon Heights NJ 08035, United States, 09/30/1990, Owner, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 10 HR/MO TRADING 4. THE AMERIFLEX GROUP, 8475 W. Sunset Road, Suite 101, Las Vegas NV 89113, United States, 02/25/2022, IAR, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO - 100 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-16 |
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