TG
ChFC
TG
ChFC

Thomas Goodson

40 Years of Experience
Santa Barbara, CA
2 DisclosuresBroker

Thomas Goodson is a ChFC-designated registered investment advisor, based in Santa Barbara, CA, with 40 years of industry experience.

Location

1332 Anacapa St. Suite 110, Santa Barbara, CA, 93101

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2010
Settled
Customer Dispute
November 2007
Closed-No Action
Other Business Activities

Thomas is the CEO of The AmeriFlex Group, providing investment advisory services and overseeing operations, dedicating nearly full-time hours to this role. He is also a Managing Partner at Home for Hybrids, an author, the owner of Derwood, LLC, and a Director at Ameriflex Group Securities, Inc.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 1 yr 3 mos
The Ameriflex Group
January 2020 - Present · 6 yrs 8 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Osaic Wealth, INC.
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.Broker
January 2012 - September 2023 · 11 yrs 8 mos
Sagepoint Financial, INC.
January 2012 - September 2023 · 11 yrs 8 mos
Securities America Advisors, INC.
January 2009 - January 2012 · 3 yrs
Securities America, INC.Broker
January 2009 - January 2012 · 3 yrs
Brecek & Young Advisors, INC.
November 2000 - January 2009 · 8 yrs 2 mos
Brecek & Young Advisors, INC.Broker
December 1999 - January 2009 · 9 yrs 1 mo
Aragon Financial Services, INC.Broker
September 1989 - December 1999 · 10 yrs 3 mos
Anchor National Financial Services, INC.Broker
February 1986 - August 1988 · 2 yrs 6 mos
Associated Planners Securities CorporationBroker
July 1985 - January 1986 · 6 mos
Brewer Smith Securities CO.Broker
January 1985 - July 1985 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Thomas Goodson - Financial Advisor | TrueAdvisor