Leah Megan Pattison

Current Employers

Employment History

• 11/2019 → 11/2020
  Proequities, Inc
  Long Beach, CA
• 09/2016 → 11/2020
  Dr Baars, Dds
  Rolling Hills Estates, CA
• 11/2018 → 03/2020
  Beach Plaza Dental
  Seal Beach, CA
• 10/2016 → 07/2018
  Dr Muir, Dmd
  San Clemente, CA
• 12/2016 → 12/2017
  Vartanian Dental Group
  Mission Viejo, CA
• 05/2016 → 09/2016
  Temporary Dental Help
  Manhattan Beach, CA
• 11/2020 → 06/2023
  Woodbury Financial Services Inc
  Long Beach, CA
• 06/2023 → 09/2023
  Sagepoint Financial, Inc.
  Brea, CA
• 06/2023 → Present
  The Ameriflex Group
  Las Vegas, NV
• 09/2023 → 07/2025
  Osaic Wealth, Inc.
  Brea, CA
• 07/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, CA

Previous Registrations

• 2022-09-28 → 2023-06-01
  Woodbury Financial Services, Inc.
  Naples, FL
  Costa Mesa, CA
  Long Beach, CA

Other Businesses

1) SUMMIT FINANCIAL & INSURANCE SERVICES, 3 Point Dr, Suite 302, Brea CA 92821, 06/2025, Agent, DBA Name, NIR, 120 HR/MO, 120 HR/MO TRADING. 2) THE AMERIFLEX GROUP, 8475 W Sunset Road, Suite 101, Las Vegas NV 89113, 06/2023, Leah Pattison, CFP, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO, 100 HR/MO TRADING. 3) SUMMIT FINANCIAL & INSURANCE SERVICES, 3 Point Dr, Suite 302, Brea CA 92821, 03/2020, Agent, Insurance/Benefits/Human Resources, NIR, 80 HR/MO, 60 HR/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 07/2025

Exams

• S66 Uniform Combined State Law Examination
  2022-07-06
• S63 Uniform Securities Agent State Law Examination
  2020-03-01

Designations

Other Names

• Leah Megan Powell