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Current Employers
Infinity Financial Services Advisory

212 9Th Street Suite 202, Oakland, CA 94607 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2020-04-17
  • LA RA
    APPROVED
    Since 2020-04-17

Branch Locations

212 9Th Street Suite 202, Oakland, CA 94607 • United States

New Orleans,, LA • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Infinity Financial Services New Orleans LA 06/2014 Present
Infinity Financial Services Advisory Oakland CA 03/2020 Present
Previous Registrations
Other Businesses

1. Bilmon Productions, L.L.C., Not investment related, 171 Broadway New Orleans, La. 70118, President/CEO, 2005, 3 hours per month, zero during trading hours, Handle production and marketing of documentary film.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-04
S63 Uniform Securities Agent State Law Examination 1990-01-24
  • S66 Uniform Combined State Law Examination
    2009-04-04
  • S63 Uniform Securities Agent State Law Examination
    1990-01-24
Other Names
  • Bill Monsted

View on SEC IAPD

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