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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-25 |
Branch Locations
177 East Colorado Blvd. Suite 200, Office 3055, Pasadena, CA 91105 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinity Financial Services | Oakland | CA | 04/2015 | 03/2025 |
| Infinity Financial Services Advisory | Oakland | CA | 03/2020 | 03/2025 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 03/2025 | Present |
1-- LA PENSION PLANNERS POSITION: Financial Representative & Registered Principal NATURE: DBA/Financial Services. COMPENSATION TYPE: Commission. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 30 START DATE: 3/1/2025 ADDRESS: 177 E Colorado Blvd, Office 3055 Pasadena CA, United States DESCRIPTION: DBA for Securities Business / Financial Services 2-- LIFE & HEALTH INSURANCE POSITION: Regestered Representative. NATURE: Insurance. COMPENSATION TYPE: Commission. INVESTMENT RELATED: No NUMBER OF HOURS: 20 TRADING HOURS: 0 START DATE: 3/11/2025 ADDRESS: 177 E Colorado Blvd, Office 3055 Pasadena CA, United States DESCRIPTION: Life Insurance sales to customers. 3-- ONELINK FINANCIAL SERVICES POSITION: Tax Preparer/Owner. COMPENSATION TYPE: Hourly. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 1/30/2022 ADDRESS: 9883 Pacific Heights Blvd Ste C, San Diego, CA 92121 United States DESCRIPTION: Preparation of tax returns 4-- TENFOLD STYLE Is Not Investment Related, "9883 Pacific Heights Blvd, San Diego, CA, 92121, United States", Florals & Events, Assistant, 3/21/2025, 0 hours per month, 0 hours per month during trading hours, Other Compensation, Share of business income
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-08-18 |
| S66 | Uniform Combined State Law Examination | 2001-11-26 |
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