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Gregory Robert Lai

Affinity Investment Advisors, LLC

Newport Beach, CA

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Current Employers
Affinity Investment Advisors, Llc

5140 Birch Street Suite 300, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

5140 Birch Street Suite 300, Newport Beach, CA 92660 • 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
Affinity Investment Advisors Irvine CA 07/1992 Present
  • 07/1992 → Present
    Affinity Investment Advisors
    Irvine, CA
Other Businesses

Rayliant Investment Research; investment-related; 5140 Birch St., Suite 300, Newport Beach, CA 92660; RIA; Employee; Business Development; June 2024; 30 hours/month; 0 trading hours; business development and consulting.

Designations
Other Names
  • Gregory Lai

View on SEC IAPD

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Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

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