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Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-02-25
PA RA APPROVED 2022-02-25
  • NJ RA
    APPROVED
    Since 2022-02-25
  • PA RA
    APPROVED
    Since 2022-02-25

Branch Locations

1600 Paoli Pike, Suite 200, Malvern, PA 19355 • United States

711 Station Ave., Haddon Heights, NJ 08035 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2002 → 02/2022
    Principal Life Insurance
    Wayne, PA
  • 01/2015 → Present
    The Straub Group Advantage
    Wayne, PA
  • 03/2016 → 02/2022
    Wayne, PA
  • 02/2022 → 09/2023
    Sagepoint Financial Inc.
    Malvern, PA
  • 02/2022 → Present
    The Ameriflex Group, Inc.
    Haddon Heights, NJ
  • 09/2023 → 06/2025
    Osaic Wealth, Inc.
    Haddon Heights, NJ
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-03-15
S63 Uniform Securities Agent State Law Examination 1993-07-16
  • S65 Uniform Investment Adviser Law Examination
    1999-03-15
  • S63 Uniform Securities Agent State Law Examination
    1993-07-16
Designations
Other Names
  • Brett T Straub

View on SEC IAPD

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