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Leo Somera

Investment Adviser Representative at Apforia

Virginia Beach, VACRD #8240588Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Leo Somera is an investment adviser representative with Apforia in Virginia Beach, VA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Virginia.

Office

582 Lynnhaven Parkway, Ste 102
Virginia Beach, VA 23452

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/23/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

ApforiaCurrent
4/1/2026 – Virginia Beach, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Dfas-jfll/in
    Feb 2005 – Apr 2025Indianapolis, IN
  2. None
    May 2025 – Jul 2025None, TX
  3. APFORIA Ltd
    Aug 2025 – no end date reportedVirginia Beach, VA
  4. Apforia Ltd
    Apr 2026 – no end date reportedVirginia Beach, VA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Apforia

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

SEC registration, compliance management (including dedicated CCO oversight, annual training, structured compliance tasks, and code of ethics enforcement), back-office support, transition support, structured onboarding, and business continuity planning.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingEducational Seminars and Workshops
Firm areas of expertise
SEC RegistrationOutsourced ComplianceFee-onlyFiduciaryRIABack-office SupportCCO OversightIndependent Advisory

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
11
Offices listed on AdvisorFinder:
2
Main office:
Virginia Beach, VA
SEC file number:
801-128361

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 10, 2026

View full firm profile

Other advisors at Apforia

10 other advisors in the directory

View Apforia firm profile

Similar advisors in Virginia Beach, VA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Leo Somera has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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