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Charles Bradford Smoak

The Ameriflex Group

Columbia, SC

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Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-06-27
SC RA APPROVED 2025-06-27
  • NV RA
    APPROVED
    Since 2025-06-27
  • SC RA
    APPROVED
    Since 2025-06-27

Branch Locations

Columbia, SC • 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
Mutual/United Of Omaha Columbia SC 09/1985 05/2019
Mutual Of Omaha Investor Services, Inc. Columbia SC 09/1985 05/2019
Securities America, Inc. Columbia SC 05/2019 06/2024
Securities America Advisors, Inc. Columbia SC 05/2019 06/2024
Osaic Wealth, Inc. Columbia SC 06/2024 06/2025
The Ameriflex Group Las Vegas NV 06/2025 Present
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
  • 09/1985 → 05/2019
    Mutual/United Of Omaha
    Columbia, SC
  • 09/1985 → 05/2019
    Columbia, SC
  • 05/2019 → 06/2024
    Securities America, Inc.
    Columbia, SC
  • 05/2019 → 06/2024
    Securities America Advisors, Inc.
    Columbia, SC
  • 06/2024 → 06/2025
    Columbia, SC
  • 06/2025 → Present
    Las Vegas, NV
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
  • 2024-06-14 → 2025-07-10
    Columbia, SC
  • 2019-05-06 → 2024-06-14
    Securities America Advisors, Inc.
    Columbia, SC
    Columbia, SC
  • 2011-08-19 → 2019-05-28
    Greenville, SC
    Bluffton, SC
    Columbia, SC
    Asheville, NC
    Greenville, SC
    Asheville, NC
    Asheville, NC
    Columbia, SC
    Martinez, GA
    Omaha, NE
    Columbia, SC
Other Businesses

1) THE AMERIFLEX GROUP, 8475 West Sunset Rd, Suite 101, Las Vegas NV 89113, 02/2025, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO, 100 HR/MO TRADING. 2) CHARLES B SMOAK, 1406 Beaver Dam Rd Columbia SC 29212 United States, 09/1985, Agent, Insurance/Benefits/Human Resources, NIR, 20 HR/MO - 20 HR/MO TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-02
S63 Uniform Securities Agent State Law Examination 1986-09-20
  • S65 Uniform Investment Adviser Law Examination
    2011-08-02
  • S63 Uniform Securities Agent State Law Examination
    1986-09-20
Designations
Other Names
  • Brad Smoak

View on SEC IAPD

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