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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-09 |
| FL | RA | APPROVED | 2026-01-09 |
Branch Locations
212 9Th Street Suite 202, Oakland, CA 94607 • United States
513 Valencia St. Suite 3, San Francisco, CA 94110 • United States
3 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 |
|---|---|---|---|---|
| Tax Services | San Francisco | CA | 05/2015 | Present |
| Infinity Financial Services | Oakland | CA | 08/2016 | Present |
| Infinity Financial Services | Oakland | CA | 03/2020 | Present |
1. Steven J Axelrod dba Tax Office SF, Not investment related, 513 Valencia Street #4 San Francisco, CA 94110, Tax preparation associate, January 2015, 120 hours per month, 25 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-02 |
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