Best Investors Account Sign in
Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-11-01
FL RA APPROVED 2022-02-11
NJ RA APPROVED 2021-10-22
  • TX RA
    APPROVED_RES
    Since 2022-11-01
  • FL RA
    APPROVED
    Since 2022-02-11
  • NJ RA
    APPROVED
    Since 2021-10-22

Branch Locations

Longboat Key, FL • United States

8470 Enterprise Cir Suite 110-C, Lakewood Ranch, FL 34202 • 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Henry C Kochan Jr Pa Sea Girt NJ 08/1981 10/2016
Girard Securities, Inc. Sea Girt CA 03/2004 10/2016
Ameriprise Financial Services, Inc. Wall Township NJ 10/2016 01/2019
Apw Capital, Inc. Rockaway NJ 01/2019 10/2021
Sagepoint Financial Sea Girt NJ 10/2021 09/2023
The Ameriflex Group, Inc. Sea Girt NJ 10/2021 Present
Osaic Wealth, Inc. Lakewood Ranch FL 09/2023 06/2025
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
  • 08/1981 → 10/2016
    Henry C Kochan Jr Pa
    Sea Girt, NJ
  • 03/2004 → 10/2016
    Girard Securities, Inc.
    Sea Girt, CA
  • 10/2016 → 01/2019
    Ameriprise Financial Services, Inc.
    Wall Township, NJ
  • 01/2019 → 10/2021
    Apw Capital, Inc.
    Rockaway, NJ
  • 10/2021 → 09/2023
    Sagepoint Financial
    Sea Girt, NJ
  • 10/2021 → Present
    The Ameriflex Group, Inc.
    Sea Girt, NJ
  • 09/2023 → 06/2025
    Osaic Wealth, Inc.
    Lakewood Ranch, FL
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
  • 2019-01-15 → 2021-10-21
    Sea Girt, NJ
    Totowa, NJ
  • 2016-10-17 → 2019-01-10
    Wall Township, NJ
    St. Petersburg, FL
  • 2004-03-31 → 2016-10-21
    Girard Securities, Inc.
    Sea Girt, NJ
    San Diego, CA
  • 2002-11-15 → 2004-03-31
    Main Street Management Company
    Mendham, NJ
Other Businesses

1) THE AMERIFLEX GROUP-RIA, 8475 W. Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 10/2023, RIA AFFILIATION, INV REL, 100 HR/MO - 100 HR/MO TRADING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-11-11
  • S63 Uniform Securities Agent State Law Examination
    1997-11-11

View on SEC IAPD

More in Longboat Key, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor