Leah Joann Belfiore

Employer firm

The Ameriflex Group CRD 305585

$9.66B regulatory AUM 486 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → 10/2024
  Great Pacific Securities
  Costa Mesa, CA
• 01/2025 → 06/2025
  Osaic
  Fullerton, CA
• 01/2025 → Present
  The Ameriflex Group
  Las Vegas, NV
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2025 → Present
  Perfected Wealth Management
  Fullerton, CA

Other Businesses

1) PERFECTED WEALTH MANAGEMENT, 2244 N State College Blvd, Fullerton CA 92831, 01/2025, Registered Assistant, RIA Affiliation - other than CIRA, INV REL, 160 HR/MO, 100 HR/MO TRADING. 2) RANCHO BEL AIR PROPERTY OWNER'S ASSOCIATION, 2512 Driftwood Drive, Las Vegas NV 89107, 04/2025, Board Member, Volunteer, NIR, 4 HR/MO, 0 HR/MO TRADING. 3) 210 MONTE VISTA AVE, LLC, 2512 Driftwood Drive, Las Vegas NV 89107, 01/2017, Director, Real Estate, NIR, 1 HR/MO, 1 HR/MO TRADING. 4) THE AMERIFLEX GROUP, 8475 West Sunset Road, Suite 101, Las Vegas NV 89113, 01/2025, Registered Assistant, RIA Affiliation - other than CIRA, INV REL, 160 HR/MO, 100 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-20
• S63 Uniform Securities Agent State Law Examination
  2010-06-10

Other Names

• Leah Joann Gregory
• Leag Joann Gregory