Scott Allan Chelberg

Current Employers

Employment History

• 01/2009 → Present
  Sagepoint Financial, Inc
  Carlsbad, CA
• 03/2020 → Present
  The Ameriflex Group, Inc.
  Carlsbad, CA
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Carlsbad, CA
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2010-10-14 → 2020-09-15
  Osaic Services, Inc.
  Carlsbad, CA
• 2002-08-14 → 2010-12-31
  Retirement Solutions, Inc.
  Carlsbad, CA
• 1999-06-14 → 2009-05-30
  Sterling Financial Management, Llc
  Carlsbad, CA

Other Businesses

1. BOYS & GIRLS CLUBS OF CARLSBAD FOOUNDATION, 2730 Bressi Ranch Way, Carlsbad CA 92009, United States, 11/01/2015, Secretary, Volunteer, INV REL, 4 HR/MO - 0 HR/MO TRADING 2. RETIREMENT SOLUTIONS, INC., 1808 Aston Ave., Suite 120, Carlsbad CA 92008, United States, 01/15/2002, Owner, DBA Name, NIR, 4 HR/MO - 4 HR/MO TRADING 3. SCOTT A. CHELBERG, 1808 Aston Ave., Suite 120, Carlsbad CA 92008, United States, 07/01/1985, Owner, Insurance/Benefits/Human Resources, INV REL, 4 HR/MO - 4 HR/MO TRADING 4. THE AMERIFLEX GROUP, 8485 W. Sunset Rd., Suite 204, Las Vegas NV 89113, United States, 04/27/2020, IAR, RIA Affiliation - other than CIRA, INV REL, 160 HR/MO - 100 HR/MO TRADING 5. ENTREPRENEURS ORGANIZATION, 10441 Roselle St., Suite C, San Diego CA 92121, United States, 01/2025, BOARD MEMBER, VOLUNTEER, INV REL, 10 HR/MO - 6 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-08
• S63 Uniform Securities Agent State Law Examination
  1997-04-07

Designations

Other Names

• Scott Allen Chelberg