Brandon James Bettis
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
20 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Cambridge Investment Research, Inc.Jun 2025 to now
- Epic Holistic PartnersJun 2025 to now
- The Ameriflex GroupNov 2023 to now
- OsaicNov 2023 to Jun 2025
- Principal Securities IncOct 2018 to Nov 2023
- Principal Life Insurance CompanyOct 2018 to Jun 2021
- Edward JonesNov 2016 to Oct 2018
- United States ArmyMar 2006 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (AZ).
The Ameriflex Group
Legal name: The Ameriflex Group, Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6720904
- 305585