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Camarillo, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2023-10-18 |
Branch Locations
2945 Townsgate Rd Suite 200, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2022-11-09 |
Branch Locations
2945 Townsgate Rd Suite 200, Westlake Village, CA 91361 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Los Angeles | CA | 10/2013 | 05/2017 |
| Mml Investors Services Llc | Los Angeles | CA | 05/2015 | 05/2017 |
| Inflection Business Consulting Inc. D/B/A Inflection Advisors | Los Angeles | CA | 05/2017 | Present |
| Inflection Retirement Services | Los Angeles | CA | 02/2021 | Present |
| Inflection Management Llc | Camarillo | CA | 01/2024 | Present |
Gregory Karis is currently an independent insurance agent engaging in insurance sales with multiple carriers. This activity accounts for about 10% of his time. Gregory is affiliated with MFE Insurance Brokerage. Gregory Karis also is an owner and IAR of Inflection Retirement Services and performs pension and qualified plan advisory services for businesses. In addition, Gregory Karis owns a business management firm that provides, bookkeeping, accounting and corporate management services. Inflection Management LLC is the business management firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-24 |
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