Christopher John Gelfuso

Current Employers

Employment History

• 11/2019 → Present
  Gelfuso Enterprises, Inc. Dba Uplevel Business Services
  Downey, CA
• 06/2018 → 11/2019
  Mckenzie Properties Management, Inc.
  Reno, NV
• 11/2014 → 06/2018
  Sk Baseball, Llc
  Reno, NV
• 07/2021 → 11/2022
  Bridge Partners
  Yorba Linda, CA
• 07/2023 → 02/2024
  Ric Realco Llc
  Pasadena, CA
• 04/2017 → Present
  Aces Trailer Rental Llc
  Sparks, NV
• 05/2016 → Present
  La Verne Home Improvement Company Dba Blackbird Building Supply
  La Verne, CA
• 01/2024 → 10/2024
  Avantax Advisory Services
  Downey, CA
• 10/2024 → Present
  Virtue Capital Management, Llc
  Brentwood, TN

Previous Registrations

• 2024-03-11 → 2024-10-23
  Avantax Advisory Services
  Downey, CA

Other Businesses

LA VERNE HOME IMPROVEMENT COMPANY DBA BLACKBIRD BUILDING SUPPLY; CFO; This business is a reseller of doors and windows primarily for residential properties; NIR; HRS 2; HRS 2; 05/05/2016; 6904 Oriole Ave, La Verne CA 91750; My duties are accounting related. I invoice customers, collect payments, pay bills, reconcile bank account, prepare and file sales tax returns, and prepare and file income tax returns. WANDERLUST TRUST; Trustee; This is a revocable family trust created for estate planning purposes; IR; HRS 1; HRS 1; 07/27/2021; 21112 Via Corrillo, Yorba Linda CA 92887; Co-Trustee. My duties are those related to a trustee of a revocable family trust. I pay the bills for the personal residence we live in that is owned by the trust. I invest liquid assets owned by the trust in various savings and brokerage accounts which have all been disclosed. I meet with investment advisors to monitor the brokerage invesments. RENTAL PROPERTY; Trustee; Trust owns on residential rental property. It is a condo that is leased to tenants; IR; HRS 1; HRS 0; 09/11/2006; 21112 Via Corrillo, Yorba Linda CA 92887; My duties are property management related. I advertise the property for rent when it is vacant, screen tenants, and sign the lease. My spouse collects the rent and handles maintenance requests. I also prepare the income statement when filing the Schedule E of Form 1040. GELFUSO ENTERPRISES, INC. DBA UPLEVEL BUSINESS SERVICES; Chief Executive Officer; I offer tax planning, tax preparation, tax consulting, bookkeeping and payroll services through this entity; NIR; HRS 30; HRS 30; 10/07/2019; 9900 Lakewood Blvd, Suite 206, Downey CA 90240; My duties involve bookkeeping, payroll processing, and tax preparation for small businesses. I enter income and expense transactions from bank and credit card statements, reconcile the bank and credit card accounts, and run income statement and balance sheet reports. For Payroll, I enter hours provided to me from the small business and calculate paychecks. I also file quarterly payroll tax returns. For Tax Preparations, I utilize income statements and balance sheets to prepare income tax returns for business, and W-2s and other tax documents to prepare income tax returns for individuals. ACES TRAILER RENTAL, LLC; Managing Member; This business owns dry van cargo trailers and leases them out on a monthly basis primarily for storage to other businesses; NIR; HRS 2; HRS 2; 04/08/2017; 250 Wolverine Way, Sparks NV 89431; My duties are accounting related. I invoice customers, collect payments, pay bills, reconcile bank account, prepare and file use tax returns, and prepare and file income tax returns.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-09

Other Names

• Christopher Gelfuso
• Chris Gelfuso
• Christopher J Gelfuso