Leslie Sarah Rea

Current Employers

Ag Wealth Management, Pllc

Ypsilanti, MI • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-16

CA RA
APPROVED

Since 2026-01-16

Branch Locations

Irvine, CA • United States

Ypsilanti, MI • 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

Organization	City	State	From	To
Inspired Financial, Llc	Huntington Beach	CA	09/2016	11/2019
Pathways Advisory Group, Inc.	Fresno	CA	08/2013	09/2016
Csu Fullerton	Fullerton	CA	08/2020	01/2022
The Bahnsen Group	Newport Beach	CA	12/2019	06/2021
The Next Level Planning Group	Irvine	CA	07/2021	09/2025
Ag Wealth Management, Pllc	Irvine	CA	10/2025	Present
Ag Tax Advisors	Irvine	CA	10/2025	Present

09/2016 → 11/2019

Inspired Financial, Llc

Huntington Beach, CA
08/2013 → 09/2016

Pathways Advisory Group, Inc.

Fresno, CA
08/2020 → 01/2022

Csu Fullerton

Fullerton, CA
12/2019 → 06/2021

The Bahnsen Group

Newport Beach, CA
07/2021 → 09/2025

The Next Level Planning Group

Irvine, CA
10/2025 → Present

Ag Wealth Management, Pllc

Irvine, CA
10/2025 → Present

Ag Tax Advisors

Irvine, CA

Previous Registrations

2018-02-13 → 2019-12-23

Inspired Financial

Huntington Beach, CA

Other Businesses

1. AG Tax Advisors; non-investment related; 29 Candlebush, Irvine CA 92603; Tax Preparation; Tax Advisor; 10/2025; 5 hrs./mo; 0 hrs. during trading hours; Provides tax preparation and consulting services.

Designations

Other Names

Leslie Sarah Dermon
Leslie Sarah Der Monsessian
Rea Leslie
Rea Sarah Leslie

View on SEC IAPD