GR
Gregory Robert Lai
CRD 2262839
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Affinity Investment Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Affinity Investment Advisors, Llc
Ceo/Member · 75% or more · Mar 2024
-
Affinity Investment Advisors, Llc
Trustee · GP / trustee / elected manager · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗