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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-11-03 |
| NV | RA | APPROVED | 2021-10-21 |
| MO | RA | APPROVED | 2021-03-15 |
| MA | RA | APPROVED | 2020-05-15 |
| NM | RA | APPROVED | 2020-04-29 |
| CA | RA | APPROVED | 2020-04-17 |
| TX | RA | APPROVED_RES | 2020-04-16 |
Branch Locations
212 9Th Street Suite 202, Oakland, CA 94607 • United States
Lees Summit, MO • United States
2 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Lee'S Summit | MO | 08/2013 | 03/2017 |
| Infinity Financial Services | Oakland | CA | 03/2017 | Present |
| Infinity Financial Services Advisory | Oakland | CA | 03/2020 | Present |
1. SILVERLIGHT FINANCIAL, INVESTMENT RELATED, 1016 SW LORMAN DR. 1016 SW LORMAN DR.LEE'S SUMMIT, MO 64081, DBA, 8/16/2013, 1 HOUR PER MONTH, ZERO DURING TRADING HOURS. 2. ROYAL CBD, 1016 SW LORMAN DR. LEES SUMMIT, MO 64081, NOT INVESTMENT RELATED, NATURE OF THE BUSINESS: ONLINE CANNABIDIOL (CBD) SALES, START DATE: 11/23/2020, TITLE: OWNER, HOURS: ON AVERAGE 1 HOUR PER MONTH IN THE EVENINGS, OCCUR DURING BUSINESS HOURS: NO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-15 |
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