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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-22 |
Branch Locations
11824 Jollyville Road Suite 500, Austin, TX 78759 • United States
212 9Th Street Suite 202, Oakland, CA 94607 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Titan Securities | Dallas | TX | 06/2016 | 07/2022 |
| Mjs Financialinc Dba Smith Financial Group | Cedar Park | TX | 03/2008 | Present |
| Infinity Financial Services | Cedar Park | TX | 07/2022 | Present |
| Infinity Financial Services Advisory | Cedar Park | TX | 07/2022 | Present |
DBA SMITH FINANCIAL GROUP - START DATE 9/2001; AGENT SELLING FIXED INSURANCE PRODUCTS; PROPRIETOR; 160 HRS/MONTH DEVOTED TO BUSINESS; $100,000 ANNUAL COMPENSATION- NON-INVESTMENT RELATED ////FIXED INSURANCE SALES THROUGH SMITH FINANCIAL GROUP - NOT INVESTMENT RELATED - LICENSED IN TEXAS. /////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-28 |
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